Menlo Park, CA
The Robertson Stephens’ Menlo Park office brings a combined 60 plus years of experience to creating smart, comprehensive financial solutions for its clients, with a focus on ultra high net worth individuals and their families, real estate entrepreneurs and Silicon Valley founders and executives. We are driven by the belief that great wealth is a gift that deserves a fiduciary relationship defined by institutional-quality public and private investment solutions and in-depth wealth planning, in partnership with your family, attorneys, estate planners and accountants. Recognizing our clients’ busy, complex lives, we strive for clarity, precision and responsiveness in all we do, employing innovative technology and our network of professionals to help us meet your needs and achieve your financial goals.
Areas of Expertise
- Family Office
- Multi-Generational Advisory
- Philanthropy and Foundation Consulting
- Pre- and Post- Liquidity Events
- Real Estate Wealth
- Tax Management
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