As mentioned, my partners and I are coming to L.A. next week to meet with some current and potential clients. We are down to the last few slots left (Thursday?) If any one wants a review of their portfolio, along with a discussion about our asset management approach, you can email myself or Mike Conte who is one of our managing directors.
I believe San Jose is fully booked, and we are down to two openings on April 2 or 3rd.
Of course, all information will be kept confidential.
We also offer inter-generational wealth transfers, estate planning (including family and charitable trusts), blah blah blah.