Believe it or not, one of her favorite subjects is taxes. She jumped right into tax season at Moirai, assembling tax documents and preparing income tax forecasts with the kind of enthusiasm that only a passionate young Accounting major can muster. Annie also supports client services, stock research, and estate planning. She is currently evaluating […]
A voracious autodidact, Matt built his first computer at age twelve, graduated high school at age fifteen, and entered the technology sector straightaway. Since then; he has served as Sales Lead at Best Internet Communications, Operations Manager and Systems Administrator at RF.net, as a consultant for TAOS Mountain, and a Senior Unix Systems Administrator at […]
Over the course of her career, Kate has managed mutual funds, co-mingled and employee benefit trust funds, institutional accounts and private client portfolios for companies such as Wells Fargo, Strong Capital Management and Sentinel Investments. She held the position of Chair for the Investment Committee as a trustee of Mills College and served as Interim […]
With a strong background in web development and marketing, Aloe has implemented software solutions and led digital marketing efforts for a diverse portfolio of companies, ranging from eCommerce to healthcare. In 2008, she worked in Sales & Marketing for a San Jose startup that was awarded over $500 million in venture capital funding. As Project […]
Concierge services, financial mentorship and investment education, financial reporting, family governance, philanthropy coordination, and succession planning.
Estate planning is one of the most important aspects of your family’s long-term wealth management. We work with our clients and their attorneys to draw up a plan that includes wills, trusts, and guardians for minor children, if necessary. We help people see in concrete terms what their estate plan actually does and how it […]
We review your retirement goals to help you understand your options. We walk you through different scenarios, taking into consideration time, potential market trends, your expenses and cost of living. Depending on your needs, we can help you roll over qualified retirement plans into an IRA and evaluate options for lump sums of cash from […]
We develop financial goals that reflect our clients’ values and a customized investment portfolio to meet these goals. We create a high-quality portfolio that has the potential for consistent growth over time, emphasizing long-term core holdings of individual securities. Our analysis strategy is top-down: we start from an overall assessment of the economy, identifying sectors […]
We are tax-sensitive investment advisors who understand it’s not always what you make but what you keep that counts. For investors in higher tax brackets, strategic tax planning is crucial. We work to minimize taxes while maximizing investment returns. In some cases, taxes can be directed through charitable donations and endowment funds that support the […]
Wealth management is more than just investing. It’s taking a holistic approach to the entire financial picture and creating an optimal strategy that takes all of the factors that impact it into account. We create a free flow of information between experts and their various fields so that we can work together as a team […]
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