Aspiriant
Aspiriant, established in 2008, is a Los Angeles-based investment management and wealth planning firm. It specializes in personalized services, catering to ultra-affluent individuals and families. The company offers a comprehensive range of services, including investment management, financial planning, and tax planning and compliance. Aspiriant is registered as an Investment Adviser.
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Murray, Stok & Company
Acquisition in 2022
Murray, Stok & Company is an accounting firm based in San Francisco, California, specializing in business and tax consultancy services. The firm provides a comprehensive range of offerings, including business accounting, tax preparation and planning, payroll management, cash flow management, and bank financing. Additionally, it assists clients with succession planning and other advisory services, ensuring that businesses receive well-rounded support for their financial needs. By focusing on personalized service and expertise, Murray, Stok & Company aims to meet the diverse requirements of its clients in the realm of accounting and taxation.
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