*HLB is a global network of independent professional services firms with offices in over 160 countries and jurisdictions.
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
Private Foundations and Non-Profit Organizations
Audit and Assurance
Privately Held Businesses
Family Offices
Real Estate Entities
Private Foundations and Non-Profit Organizations
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 and Special Projects
Litigation Support for Family Law Matters
SECTORS SERVED
Family Offices
Financial Services (RIAs, Broker-Dealers, Investment Funds, Funds of Funds)
Hospitality
Import / Export
Insurance
Life Sciences
Manufacturing and Distribution
Private Foundations
Professional Services
Public Charities and Other Non-Profits
Real Estate and Construction
Retail and Consumer Goods
Retirement and Pension Plans
Technology
Wholesale
RECOGNITIONS
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 (16 years and counting)
Best Places to Work, San Francisco Business Times and Silicon Valley Business Journal (2023, 2022, 2021, 2020, and 2017)
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