Turn today’s financial success into your family’s financial future

Grassi’s Family Office services use an integrated approach to managing your family’s assets, taxes, investments, philanthropic activities, trusts and legal and estate matters. Our talented professionals, in collaboration with your attorneys, wealth management advisors and other trusted providers, are dedicated to providing innovative, customized solutions for running your family office and preserving maximum wealth for future generations.

By engaging the Grassi team, your single point of contact is backed by a large team of accounting, trust and estate, and tax specialists who safely manage your personal financial organization, overall wealth and tax positions. Our flexible concierge services, combined with cutting-edge technology, offer our clients personalized service that meets their complex financial needs.