Frank, Rimerman Advisors

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.

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.