MEDIA /

Year Founded

1957

FOUNDER

Donald H. Seiler

CHIEF EXECUTIVE OFFICER

George D. Marinos

LOCATIONS

• Redwood City, CA (Headquarters)
• San Francisco, CA
• San Jose, CA
• Walnut Creek, 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