• WHO WE SERVE •

BAY AREA FAMILIES AND INDIVIDUALS

While enjoying the exciting career opportunities and innovation of Silicon Valley, you’re also thinking ahead—preparing for potential downsizing, layoffs, or shifts in the job market. You want to make smart decisions with your equity compensation like RSUs, ISOs, non-qualified options, and deferred compensation. Your family feels the competitive energy of the Bay Area – invigorating and sometimes overwhelming. You might be weighing the risks of joining a startup or considering a sabbatical or early retirement. Now is the time to align your values with your financial choices, creating the freedom to focus on what truly matters to you.

CROSS BORDER FAMILIES AND INDIVIDUALS

Perhaps you live in the US with legal, financial, and family ties to other countries. Or maybe you’re a U.S. citizen or Green Card holder living abroad, integrating your financial life into a new country. In either case, you need assistance with your U.S. finances and coordinating between countries with different legal and financial rules. We specialize in cross-border matters and are here to guide you every step of the way.

RETIREMENT READINESS

You may be ready to retire, but first, you want to ensure you’ll be living the life you’ve envisioned. Does your financial plan consider both your dreams and the uncertainties of the years ahead? Let us help you explore how decisions—like selling a Bay Area home and relocating to another state—could impact your finances and plans. We can also guide you in understanding how Medicare, Social Security, and various tax scenarios affect your long-term goals.