GROCO Family Office Advisors

Overview

GROCO coordinates tax strategy, cash flow, governance, estate design, philanthropy, and specialist relationships around each family’s priorities. The firm reports that it does not sell investment products.¹

History

GROCO traces its origins to Morey Greenstein’s accounting firm, established in 1964 to serve emerging Silicon Valley business leaders. Barry Rogoff joined in 1969, and the firm became The Greenstein Rogoff Company.²

Alan Olsen joined in 1990, became managing partner in 2003, and the firm adopted the name Greenstein Rogoff Olsen & Co., LLP. GROCO added comprehensive family-office advisory services in 2010.²

Timeline

1. 1964GROCO traces its origins to Morey Greenstein’s accounting firm, established in 1964 to serve emerging Silicon Valley business leaders.
2. 1969Barry Rogoff joined in 1969, and the firm became The Greenstein Rogoff Company.
3. 1990Alan Olsen joined in 1990, became managing partner in 2003, and the firm adopted the name Greenstein Rogoff Olsen & Co., LLP.
4. 2010GROCO added comprehensive family-office advisory services in 2010.

Leadership

Alan Olsen, CPA, MBA (Tax), is managing partner and leads the firm’s family-office tax and advisory work.²

Steve Singer, CPA, MS, is a partner specializing in venture and corporate finance, mergers and acquisitions, family education, and strategic and charitable planning.²

Hal Friedman, JD, is a partner whose practice covers taxation for closely held businesses, individuals, expatriates, nonresident aliens, and professional practices. Ron Cohen, CPA, MST, is a partner with extensive international-tax experience.²

Services

GROCO’s family-office services include tax planning, risk management, estate and generational planning, philanthropic planning, bill pay, cash management, trust and foundation support, consolidated reporting, family governance, and foreign-asset reporting.³

The firm also provides lifestyle and financial management, payroll and HR coordination, investment tracking, IT services, tax preparation, and owner-level financial decision support.¹

What the firm offers

• Tax planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance

Client Focus

GROCO serves influential families, venture capitalists, entrepreneurs, high-net-worth individuals, and multigenerational family offices.²

The firm identifies past and current client relationships connected with companies including Sun Microsystems, Intel, Oracle, Apple, Google, Meta, eBay, Yahoo, Intuit, and Compaq.²

Approach

GROCO describes its work as coordinating tax strategy, cash flow, governance, estate design, philanthropy, and specialist relationships around each family’s priorities. The firm reports that it operates independently, takes a planning-led approach, and does not sell investment products.¹

FAQs

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Sources

1. GROCO
2. GROCO About Us
3. GROCO Family Office Services

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.