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 International is a worldwide network of independent accounting firms and business advisors with over 650 offices in more than 140 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

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 12 years

INSIDE Public Accounting’s “Top 100 Firm” for 12 years

Accounting Today’s “Top 100 Firm” for 10 years