We are a team of highly accomplished, professional accountants, assembled to provide full service personal and business accounting. Our experienced team of partners, managers, specialists, and support staff are able to offer a boutique level of personalization and client service. Our clients tend to be high net worth individuals and/or company principals located on the US West Coast. We have particular experience in serving individuals who have both personal (family) needs, as well as corporate business entities.
Realize High Performance Tax Advisors has a long standing commitment to collaboration, with each other and our clients. Realize High Performance Tax Advisors is action-orientated and embodies high standards and values that match our clients perfectly. We help our clients realize their potential, realize their legacy, realize their business goals and realize peace of mind. Our professionals advise and are expert in; Estate, Gift and Trusts, Wealth Management, Family Office Service, including Venture Capitalists/Private Equity Principals, and High Net-Worth Families and Business Service Industries including; Venture Capital, Technology, Not-For-Profit, Real Estate, and Bankruptcy.
50 California Street, Suite 3550, San Francisco, CA 94111
+1 415 362 5990
Senior Tax Partner
Sr. Manager, Family Office