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.

John Allen

Chief Investment Officer

Rob Francais

CEO

Kacy Gott

Director, Wealth Management and Principal

Jason Thomas Ph.D

Chief Investment Officer

1 past transactions

Murray, Stok & Company

Acquisition in 2022
Murray Stok & Company is an accounting firm based in San Francisco, California, specializing in a comprehensive range of business and tax consultancy services. The firm provides business accounting, tax preparation and planning, payroll management, cash flow management, and bank financing. Additionally, it offers succession planning and advisory services, ensuring that clients receive thorough support for their financial needs. Through its diverse offerings, Murray Stok & Company aims to equip clients with the necessary tools and guidance for effective financial management and planning.
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