BRF Bordeaux LLC

Portola Partners is a wealth management firm based in Menlo Park, CA, dedicated to providing comprehensive financial solutions that exceed expectations and simplify lives. With a focus on establishing lasting legacies, they offer personalized services tailored to individual needs and goals. As fiduciaries, Portola Partners puts their clients first, leveraging an exclusive network of experts to help clients achieve their personal and professional financial goals. With over $155 billion in client assets and a team of 240 partners, they offer a 360-degree perspective on wealth management and family office services.Generated from the website

Plus Capital Global, founded in 2002 and based in Palo Alto, CA, is a prominent player in wealth management and fintech, serving a diverse clientele that includes large corporations, provident funds, mid-sized companies, and family trusts. With a strong foundation built on a deep understanding of client needs and goals, the firm is committed to innovation and the exploration of emerging global themes, fostering a dynamic ecosystem for entrepreneurs and businesses alike. The leadership of Plus Capital Global is exemplified by its founder, Pranav Kumar, who brings a wealth of experience and ethical standards to the firm. With a decade-long presence in India and plans for expansion into other Asian and European markets, Plus Capital Global is well-equipped to deliver comprehensive strategies, consulting, business incubation, and investment management solutions tailored to the evolving financial landscape. Generated from the website

Rebalance, headquartered in Palo Alto, California, serves the Silicon Valley community by offering expert retirement investing advice and services. The firm is actively involved in local initiatives, including educational events for the Redwood City Chamber of Commerce and partnerships with community organizations. Led by Managing Director Mitch Tuchman, Rebalance emphasizes a commitment to low fees, global diversification, and tailored retirement solutions. With a focus on giving back, Tuchman supports various local non-profits and engages in discussions on economic topics at prominent forums such as the Economic Club of San Francisco. Generated from the website