We have six decades of experience serving

Ultra-High-Net-Worth Families & Individuals

Privately-held Businesses

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, with many companies and organizations for decades
  • We know our clients value our service – they regularly recommend us to others


  • San Francisco Business Times’ and Silicon Valley Business Journal’s “Best Places to Work 2017”
  • INSIDE Public Accounting’s “Fastest-Growing Firms” of 2016
  • INSIDE Public Accounting’s “Best of the Best Accounting Firms” in the United States for 13 years and counting
  • INSIDE Public Accounting’s “Top 100 Firm” for 13 years and counting
  • Accounting Today’s “Top 100 Firm” for 12 years