Frank, Rimerman Advisors

The firm does not publicly name a CIO or list its investment committee. Client service teams typically include a portfolio manager alongside the client's existing tax and estate planning professionals from the broader Frank, Rimerman partnership. For specific personnel, direct inquiry with the firm is necessary.

Frank, Rimerman Advisors is the registered investment advisor affiliate of Frank, Rimerman + Co. LLP, the accounting firm. This structure allows clients to receive wealth management and investment advisory services from the same professional-services relationship that handles their tax preparation, audit, and business consulting needs.

Yes. The practice was built specifically around the needs of clients holding large, low-basis positions in a single stock — often technology company equity — and employs strategies including option overlays, exchange funds, and structured diversification schedules coordinated with the client's tax planning.

The firm serves high-net-worth individuals and families, predominantly technology company founders, senior executives, and venture-backed entrepreneurs in the Silicon Valley region. Many are clients of the affiliated accounting practice who have experienced a liquidity event or hold significant pre-IPO equity.

The firm's alternative investment exposure typically comes through allocations to venture capital and private equity funds rather than direct balance-sheet investing. The broader Frank, Rimerman partnership does maintain a venture capital practice group that provides audit and tax services to funds and portfolio companies.

The May 2023 combination with Seiler LLP expanded the professional resources available, particularly for ultra-high-net-worth clients requiring sophisticated estate, trust, and philanthropic planning integrated with investment management. The merger deepened the combined entity's bench of specialists who support the advisory relationship.

As a registered investment advisor, the firm operates under a fiduciary duty to its advisory clients. The dual relationship with the CPA firm reinforces this posture, as the planning complexity of the client base — concentrated positions, AMT exposure, charitable structuring — demands advice unclouded by product-distribution incentives.