Mandate & appetite
- Preferred strategies
- Private EquityVenture Capital
- Target geographies
- North America
- Typical ticket
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- AUM
- —
- Real-asset allocation
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- Appetite
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Investor profile
GROCO Family Office Advisors (Greenstein, Rogoff, Olsen & Co., LLP) is a Freemont, California-based multi-family office, with an additional office in Palo Alto. Established in 1964, the firm provides virtual family offices services to multiple high-net-worth families, with a long-standing concentration on Silicon Valley entrepreneurs, technology executives, and business owners. The firm delivers financial management, estate planning, risk management, tax expertise, philanthropic planning, and overall generational planning for their clients. The family office functions as a commercial multi-client family office advisory firm, serving as a centralized hub for families with significant liquidity events, private company ownership, and multigenerational wealth. GROCO Family Office Advisors invests across asset classes including public equities, private equity, venture capital, as well as stock option trading. While GROCO does not sponsor funds or deploy capital directly, it plays a critical role in portfolio oversight, tax-efficient structuring, entity design, and generational transfer strategies. Its geographic orientation is predominantly U.S.-based, with deep expertise in Silicon Valley and technology-driven wealth. Investment decision-making is supported through a mixed research approach, leveraging internal tax and advisory expertise alongside external investment managers, enabling families to manage complexity, preserve capital, and optimize after-tax outcomes across market cycles.
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