Services to Individuals
Our comprehensive services help individuals achieve their lifetime financial goals. We provide peace of mind by managing the complexities of your assets with the highest level of expertise and personal service.
Frank, Rimerman has a distinguished 60-year tradition of working with individuals and families, including many of the early pioneers of Silicon Valley. With offices in both California and New York, we partner with today's innovators and entrepreneurs, providing tax consulting and planning, investment advisory services, estates and charitable giving, and family office services.
Our nine client-service partners, dedicated team of CPAs, and financial advisors deliver a single point of contact for your specialized needs.