We bring extensive expertise in multi‑entity financial oversight, high‑net‑worth tax planning, and strategic advisory services. Our experience includes overseeing comprehensive financial and tax operations for a privately held enterprise and building deep technical capabilities across individual, trust, partnership, and corporate taxation through senior advisory roles within sophisticated client environments. With advanced legal and tax training from Golden Gate University School of Law and the University of San Francisco School of Law, supported by licensure from the California State Bar, we apply a combined legal, tax, and operational perspective to help clients navigate financial complexity, optimize entity structures, and build scalable, compliant foundations for both family offices and tech‑driven ventures.
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