MEDIA /

FAST FACTS

Year Founded

1957


FOUNDER

Donald H. Seiler


CHIEF EXECUTIVE OFFICER

George D. Marinos


LOCATIONS

Redwood City, CA (Headquarters) San Francisco, CA San Jose, CA 660 other Global Locations via HLB International*


*HLB is a global network of independent professional services firms with over 700 offices in more than 150 countries.

EXPERTISE

Tax and Advisory

  • Tax for High-Net-Worth Families and Individuals
  • Tax for Emerging Wealth Individuals
  • Trust, Estate and Gift Tax
  • Privately-Held Businesses (U.S. and International Tax)
  • Real Estate Entities
  • Non-Profit Organizations and Private Foundations

Family Office

  • Bill Pay, Budget Creation and Cash Management
  • Payroll and HR Administration
  • Partnership, Small Business, and Private Foundation Accounting
  • Trust and Estate Planning
  • Real Estate
  • Insurance Reviews and Risk Management
  • Internal Controls & Special Projects

Audit and Assurance

  • Privately-Held Businesses
  • Family Offices
  • Real Estate Entities
  • Non-Profit Organizations and Private Foundations

Litigation Support for Family Law Matters

SECTORS SERVED

Families and Individuals Family Offices Financial Services Hospitality Import / Export Insurance Life Sciences Private Foundations Professional Services Public Charities & Other Non-Profits Real Estate & Construction Retail & Consumer Goods Technology


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