Aspiriant
Aspiriant is a wealth management firm based in Los Angeles, California, founded in 2008. The company offers a comprehensive range of services, including investment management, wealth planning, and tax planning and compliance tailored specifically for ultra-affluent families and individuals. Aspiriant emphasizes customization and personalization in its approach, ensuring that clients receive solutions that align with their unique financial goals. The firm's executive management team oversees the assets under management, and it operates as a Registered Investment Adviser (RIA), adhering to regulatory standards in the investment industry.
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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