Individual Accounting Services
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 accounting and advisory services.
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Estate & Gift Tax Planning Services
As you accumulate wealth, estate and gift tax planning becomes a critical tool for protecting your legacy. It’s essential to define your intentions for the present and the future—including how you want to provide for your family and uphold your values. 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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Personal 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 personal tax consultants offer 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 offers a comprehensive range of tax strategy services to support our individual tax planning work. These include 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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