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Services for Individuals
We help individuals achieve their lifetime financial goals. We provide peace of mind by managing complexity with the highest level of expertise and personal service.
Frank, Rimerman + Co. has a distinguished 70-year tradition of working with individuals and families, including many of the early pioneers of Silicon Valley. We partner with today’s innovators and entrepreneurs across the globe, providing tax consulting and planning, investment advisory services, estate and charitable gifting strategies, and family office services.
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Estate & Gift Tax Planning
As you accumulate wealth, it’s important to think through your wishes for the present and the future, including what you want for your family and your legacy. Proactive estate and gift tax planning helps protect your family’s wealth, lessen transfer taxes, achieve philanthropic goals, ensure orderly administration of your estate and prepare future generations to receive wealth. We work with you and other key financial and legal advisors to ensure the legacy you envision becomes a reality.
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Family Office
Our professionals are dedicated to helping families build strategies that balance the need for immediate support with long-term financial objectives. We recognize that each client brings their own unique situation and goals. Our team listens carefully to build a thoughtful and intentional approach to achieve it.
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Income Tax Planning and Consulting
Navigating the intricacies of tax and the ever-changing tax law can be complicated, time-consuming and overwhelming. Our team of tax professionals offers a personalized, client-centered approach to managing the complexity of your affairs including income tax, estate and gift, charitable giving and the administration of all the parts and pieces of your family plan.
Frank, Rimerman also offers an array of services to complement our individual tax services including, internal control reviews for family offices, valuation services for charitable and family gifts and audits for private foundations.
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Private Wealth Management
Your future is our focus. We take a broad and balanced view of managing wealth, with a comprehensive advisory process that relies on objectivity, accountability, and a thorough understanding of our clients’ personal goals.
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