Litman Gregory Co

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations

Based in San Francisco, Calif., GESD Capital Partners operates as a private equity firm. It specializes in making investments in middle-market companies in the consumer, restaurant, entertainment and business services sectors. The firm considers various types of transactions, including family-owned or owner managed recapitalizations, leveraged buyouts, asset acquisitions, bankruptcy reorganizations, growth financings, as well as going-private transactions. GESD Capital Partners' portfolio companies include Andre Boudin Bakeries, Go Roma Italian Kitchens and Milton's Fine Foods, 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