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.

Contact Us

Our offices are located throughout the greater San Francisco Bay Area. If you would like to contact us, please call one of our office locations or send us a message.