
GROCO CPAS and Advisors
SerdenID : PRO-20260223-30245
About Company
GROCO is a multi-family office advisory firm established in 1964, specializing in strategic wealth planning and legacy management for influential families and founders. The firm offers a range of services from comprehensive white-glove family office support, including bill pay, trust administration, estate planning, and family governance, to lifestyle and financial management, and focused CPA and tax planning services. GROCO emphasizes aligned, planning-led advice tailored to complex family priorities, integrating tax strategy, cash flow management, risk management, philanthropic planning, and global asset reporting. The firm is known for its independent, unbiased advisory approach and is led by Alan Olsen, who also hosts the "American Dreams" podcast series. GROCO serves clients from offices in Fremont, California, and Overland Park, Kansas, providing personalized, high-level financial and tax advisory services without selling investment products.
Service Category
Area Served
Contact Info
Address
39159 Paseo Padre Pkwy # 315, Fremont, CA 94538
- Phone Number(510) 797-8661
- Website http://www.groco.com
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