GROCO Family Office Advisors

GROCO Family Office Advisors

Individual and Family Services

Fremont, CA 1,357 followers

We Protect Our Clients Lifestyle & Resolve Complex Tax & Wealth Concerns

About us

At GROCO, we become your personal CFO by providing you with robust virtual family office services. We provide comprehensive financial management & consulting for businesses, not-for-profits, high-net-worth individuals and their families. We understand the time you spend dealing with the complexities of wealth. We help lift that burden so you can focus on what’s more important. Let us give you better peace of mind by knowing that your day to day challenges are being handled by experts.

Website
http://www.groco.com
Industry
Individual and Family Services
Company size
11-50 employees
Headquarters
Fremont, CA
Type
Privately Held
Founded
1964
Specialties
Family Office, Family Office Advisory, Family Office Consulting, Risk Management, Philanthropic Planning, Estate Planning, Cash Management, Bill Pay, Generational Planning, Trusts, Private Foundations, Consolidated Reporting, Cashflow Analysis & Projection, Tax Planning, Tax Preparation, Stock Option Planning, International Tax, Pension Planning, Personal CFO, and Retirement Planning

Locations

Employees at GROCO Family Office Advisors

Updates

  • GROCO Family Office Advisors reposted this

    View profile for Alan Olsen, graphic

    Host of The American Dreams Show - Keys to Life Success | Family Office Advisor | CEO of GROCO CPA's & Family Office | Author of "MY PATH - Living the life you deserve" | Tax Strategist |

    As we continue our discussions at the Legacy Builders Conference, I am thrilled to shine a spotlight on our esteemed panelists. Each a leader in their respective fields, they bring unique insights into the art of building a family legacy. Kenneth Neumann, founder of Youtopia, combines innovative real estate development with a strong emphasis on ecological and social sustainability. His expertise in creating spaces that foster community and long-term value aligns perfectly with the ideals of legacy building, making him an invaluable asset to our panel. tom (thomas) chatham, former CEO and now Chairman of Chatham Created Gems & Diamonds, Inc., has set new standards in the jewelry industry with his ethical and sustainable approach to gemstone production. His commitment to sustainability in a traditionally resource-intensive industry speaks volumes about building legacies that respect both heritage and the future. Terry Ryan, co-founder of Ascend Communications, has demonstrated how technological advancements can be leveraged to build robust business legacies. Her strategic vision and leadership helped Ascend become a key player in its field, showcasing the impact of visionary entrepreneurship on legacy building. Together, these leaders exemplify the spirit of the Legacy Builders initiative—utilizing their success to foster sustainable and impactful legacies. Join us in celebrating their collective wisdom at the Legacy Builders Conference. Jacqueline N. Hernandez Eric Olsen

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  • GROCO Family Office Advisors reposted this

    View profile for Alan Olsen, graphic

    Host of The American Dreams Show - Keys to Life Success | Family Office Advisor | CEO of GROCO CPA's & Family Office | Author of "MY PATH - Living the life you deserve" | Tax Strategist |

    This is my legacy 7 wonderful children 22 grandchildren (and counting) Thats why I created Legacy Builders, to leave a lasting impact on the world. This is the path where wealth creators become legendary forces by impacting the world today and for many generations to come. Our event provides unique insights and fosters a community dedicated to creating enduring legacies. Message me for more details.

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  • GROCO Family Office Advisors reposted this

    View profile for Alan Olsen, graphic

    Host of The American Dreams Show - Keys to Life Success | Family Office Advisor | CEO of GROCO CPA's & Family Office | Author of "MY PATH - Living the life you deserve" | Tax Strategist |

    Only two weeks until the Legacy Builders Conference! Join us for an exclusive gathering of leaders in philanthropy, wealth management, and legacy planning. This unique conference offers a platform to forge and fortify legacies that will resonate for generations. This invite-only conference provides a deep dive into philanthropic strategies that enrich your personal path and amplify your impact on generational legacy creation. It's more than an event; it's a commitment to creating a purpose-driven legacy. Expect a day enriched with profound insights from leading figures such as Jason Ma, Steve Young, Becky Douglas, Kenneth Neumann, Geoff Woolley, Jack Crawford and Michael Barbero. Participate in enriching discussions and connect with those who share a commitment to impactful legacy building. Our aim is to equip wealth creators with the tools to make a lasting positive impact both today and for future generations within a carefully curated environment. Come help us pioneer a new chapter in integrating giving with legacy and wealth creation. Let’s redefine legacy together! For more details or to request an invite, please contact me directly.

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  • GROCO Family Office Advisors reposted this

    View profile for Jack Crawford, graphic

    Founding GP @ Impact Venture Capital I Corporate Insights I Kauffman Fellow

    Thanks Alan Olsen & Grocco Family Office Advisors for the invitation to speak alongside of Steve Young and others at "Legacy Builders Conference" on 5/15. Grocco is hosting this exclusive conference for leaders in philanthropy, wealth management, and legacy planning. This event is a golden opportunity for those passionate about creating and securing legacies that will benefit future generations. Our discussions will dive into philanthropic strategies that not only enrich your personal journey but also enhance generational legacy building. This is not just an event; it's a movement towards purposeful wealth management. I will be joined and collaborate on insightful talks with industry icons like Jason MaBecky DouglasKenneth NeumannGeoff Woolley, and Michael Barbero. This conference is an opportunity to engage in meaningful discussions and network with those who are equally dedicated to making a significant impact. This is an invite-only event, ensuring a private and impactful networking environment. For more information or to request an invitation, please reach out to me directly. The goal of this event is to empower wealth creators to become legendary forces that positively affect the world today and for generations to come, within a meticulously vetted ecosystem. Join us!

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  • GROCO Family Office Advisors reposted this

    View profile for Alan Olsen, graphic

    Host of The American Dreams Show - Keys to Life Success | Family Office Advisor | CEO of GROCO CPA's & Family Office | Author of "MY PATH - Living the life you deserve" | Tax Strategist |

    Join us in 2 weeks for the Legacy Builders Conference, an exclusive gathering where leaders in philanthropy, wealth management, and legacy planning meet to forge lasting legacies. As a steward of wealth, this conference is your opportunity to actively participate in shaping and securing your own enduring legacy. This video, created by Jacqueline N. Hernandez, Eric Olsen, Chuck Roberts, and Addison Follett, provides an overview of what you can expect at the Legacy Builders Conference. It highlights the transformative discussions and exceptional networking opportunities that await you. Hear from distinguished speakers such as Jason Ma, Steve Young, Becky Douglas, Kenneth Neumann, Geoff Woolley, Jack Crawford, and Michael Barbero. Their insights will inspire and guide you in amplifying your impact on generational legacy creation. This invite-only event offers a private and influential setting, perfect for connecting with peers who are equally committed to impactful legacy building. For additional details or to request an invitation, please contact me or Eric Olsen directly. We are here to equip you, as a creator of wealth, with the tools needed to make a significant and lasting positive impact. Let’s come together to pioneer a new chapter in integrating philanthropy with legacy and wealth creation. Redefine legacy with us.

  • GROCO Family Office Advisors reposted this

    View profile for Alan Olsen, graphic

    Host of The American Dreams Show - Keys to Life Success | Family Office Advisor | CEO of GROCO CPA's & Family Office | Author of "MY PATH - Living the life you deserve" | Tax Strategist |

    Legacy Builders May 2024 Conference Mark your calendars for May 15, 2024! We're hosting an exclusive conference for leaders in philanthropy, wealth management, and legacy planning. This event is a golden opportunity for those passionate about creating and securing legacies that will benefit future generations. Dive into philanthropic strategies that not only enrich your personal journey but also enhance generational legacy building. It's not just an event; it's a movement towards purposeful wealth management. Prepare for a day filled with insightful talks from industry icons like Jason Ma, Steve Young, Becky Douglas, Kenneth Neumann, Geoff Woolley, and Michael Barbero. This conference is your opportunity to engage in meaningful discussions and network with those who are equally dedicated to making a significant impact. We support ultra-high-net-worth families in crafting legacies that stand the test of time, guided by the principle that true wealth encompasses much more than financial assets. This is an invite-only event, ensuring a private and impactful networking environment. For more information or to request an invitation, please reach out to me directly. Our goal is to empower wealth creators to become legendary forces that positively affect the world today and for generations to come, within a meticulously vetted ecosystem. Engage with workshops, collaborative platforms, and the Legacy Builders Club, all designed to magnify your impact over generations. Join us in shaping a future where giving and legacy-building are integral to wealth. Let’s chart a new era of legacy together!

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  • GROCO Family Office Advisors reposted this

    View profile for Alan Olsen, graphic

    Host of The American Dreams Show - Keys to Life Success | Family Office Advisor | CEO of GROCO CPA's & Family Office | Author of "MY PATH - Living the life you deserve" | Tax Strategist |

    Only 4 Weeks Until the Legacy Builders Conference! Join us on May 15, 2024, for the exclusive Legacy Builders May 2024 Conference. This event is a must-attend for leaders in philanthropy, wealth management, and legacy planning. Why Attend? It’s a unique opportunity for those with substantial wealth to explore philanthropic strategies that enhance personal and generational legacy building. What to Expect? Expect engaging talks from top industry icons: Jason Ma, Steve Young, Becky Douglas, Kenneth Neumann, Geoff Woolley, Michael Barbero and the chance to network with peers dedicated to making a lasting impact. Legacy Builders Initiative This initiative supports ultra-high-net-worth families in creating and securing legacies that will endure through generations. This is an invite-only event, designed for impactful networking and privacy. For more details or to request an invitation, please reach out to me via direct message. Let’s make a difference together and build legacies that last! #LegacyBuilders2024 #WealthManagement #Philanthropy #NetworkingEvent

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  • GROCO Family Office Advisors reposted this

    View profile for Alan Olsen, graphic

    Host of The American Dreams Show - Keys to Life Success | Family Office Advisor | CEO of GROCO CPA's & Family Office | Author of "MY PATH - Living the life you deserve" | Tax Strategist |

    I'm excited to share news of the upcoming Legacy Builders Conference 2024, where visionaries will come together to forge enduring legacies. This invite-only event promises a day filled with enlightening discussions from industry icons. Introducing Our Speakers: Steve Young, Co-Founder of HGGC Michael Barbero, United States General Jason Ma, CEO & Mentor at ThreeEQ: Preparing Next-Gen Leaders for Greatness Becky Douglas, Founder of Rising Star Outreach Kenneth Neumann, CEO at Youtopia Geoff Woolley, Co-Founder at University Impact Each speaker brings a unique perspective on how to build a meaningful legacy through leadership, resilience, compassion, and innovation. The Legacy Builders Conference is an opportunity to connect with like-minded individuals and families who share a commitment to impactful legacy creation. This exclusive gathering will help shape a collective vision for a more philanthropically engaged future. If you're interested in being part of this enriching experience, message me directly. Let's unite in our desire to inspire and be inspired, creating bonds that empower us to leave a mark on the world that will be remembered for generations to come. #LegacyBuilders2024 #Philanthropy #ImpactfulLeadership #CommunityBuilding

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