Family Office Services

Golden Gate Associates’ dedicated team will be your single point of contact for all your daily financial needs and operations. Our team provides the following services supporting all your needs:

  • Set up and maintenance of Individual and Entity bookkeeping and accounting
  • Tax oversight and use of entities (limited liability companies, corporations, partnerships, and trusts)
  • Electronic bill payment and cash or wire transfers
  • Full private banking relationships through our preferred contacts
  • Management of capital calls and stock distributions
  • Monthly, Quarterly, and Annual financial reporting as needed
  • Basis tracking for all forms of investments
  • Tracking of company stock and stock options
  • Major asset acquisition structure, accounting, insurance planning (private aircraft)
  • Special purpose asset planning
  • Requests, per your specific needs

135 Main Street, Suite 850, San Francisco, California 94105     |   P: 415-231-5172    |    F: 866-415-9749    |    Email us