We have over six decades of experience serving:

Ultra-High-Net-Worth Families & Individuals Icon

Ultra-High-Net-Worth Families & Individuals

Privately Held Businesses Icon

Privately Held Businesses

Private Foundations & Non-Profit Organizations Icon

Private Foundations & Non-Profit Organizations


We believe in cultivating a holistic, long-term perspective

  • Our philosophy demands the utmost in our ability to think ahead for our clients
  • We stay in contact with our clients’ other trusted advisors, making sure everyone is on the same page
  • Retaining top talent is a high priority with us. It allows us to build on a legacy and offer clients continuity year after year

Our client retention rate is extraordinary

  • Our careful succession planning has earned us the privilege of working with some families for five generations, and with many companies and organizations for decades
  • We know our clients value our service – they regularly recommend us to others


  • Best of the Best Accounting Firms in the USA, INSIDE Public Accounting (15 years and counting)
  • Top 100 Firm, INSIDE Public Accounting (19 years and counting)
  • Top 100 Firm, Accounting Today (17 years and counting)
  • Best Places to Work, San Francisco Business Times and Silicon Valley Business Journal (2023, 2022, 2021, 2020, and 2017)