Description:
Most of the Firm's clients consist of wealthy individuals, couples, and small to medium-sized businesses. The individuals and coupled clients are persons who have significant real estate and financial investment assets, and/or are beneficiaries of sizable family trusts. The business clients are generally located on the San Francisco Peninsula or in the San Francisco Bay Area. Their businesses areââ•��šÂ¬Ã¢•��¬Âgenerallyââ•��šÂ¬Ã¢•��¬Âproviders of services, e.g., contractors, auto repair professionals, architects, medical providers, property managers, etc. The most loyal clients are those who meet with the seller or his staff several times each year to review their income tax and/or estate planning objectives. Estates & Trusts tax and accounting services have been provided to a number of the clients.