TOP 30 Family office management in Palo Alto, California

26 results found

The Family Medicine Scotts Valley Office at Palo Alto Medical Foundation is a leading healthcare institution located at 4663 Scotts Valley Drive in Scotts Valley, California. Our dedicated team of medical professionals provides comprehensive and personalized care for patients of all ages. From routine check-ups to chronic disease management, we strive to promote the health and well-being of our community. Visit us today to experience quality healthcare in a compassionate and welcoming environment.

The Palliative Care office at Commercial Crossing, part of the Palo Alto Medical Foundation, is a leading healthcare institution located at 2850 Commercial Crossing in Santa Cruz, California. Dedicated to providing compassionate and comprehensive care for patients facing serious illnesses, the team of experienced medical professionals at this hospital offers a range of services to improve quality of life and manage symptoms. With a focus on personalized treatment plans and support for both patients and their families, the Palliative Care office at Commercial Crossing is committed to ensuring comfort and dignity during challenging times.

The Law Office of Isaac H. Winer, located at 2100 Geng Road in Palo Alto, California, is a trusted institution providing strategic and zealous representation for clients in all aspects of dispute management. From the onset of a dispute to formal legal proceedings in court, arbitration, and mediation, we offer assistance with business entity formations, financings, governance, and management for various types of business entities. Our clients rely on our smart, accessible, and reliable legal services around the clock. Since 2000, our firm has delivered highly responsive, effective, and cost-efficient services in a wide range of business, personal, and technology-related matters, both transactional and litigation. With over 25 years of lawyering experience, we combine the best of big law firm talent and skill with boutique law firm accessibility and value.

The Primary Care Downtown Office at Palo Alto Medical Foundation in Santa Cruz is a trusted healthcare institution located at 1301 Mission Street in Santa Cruz, California. Our dedicated team of doctors and healthcare professionals provide comprehensive primary care services to patients of all ages. From routine check-ups and preventive care to managing chronic conditions and acute illnesses, we are committed to providing personalized and compassionate care to help our patients achieve and maintain optimal health. Visit us today for all your primary care needs.

Women's Psychotherapy & Counseling in Menlo Park, California, offers a safe and supportive environment for women seeking therapy with licensed Marriage and Family Therapist, Stefani Largent, MA. Specializing in women's concerns, life transitions, grief, loss, relationship issues, divorce, infidelity, codependency, and more, Stefani provides in-office and online therapy services. Located at 701 Menlo Avenue in the heart of Silicon Valley, this institution serves California residents in Menlo Park, Stanford, Palo Alto, Atherton, Woodside, and surrounding areas. With a focus on personal growth, stress management, menopause, empty nest syndrome, and family of origin dysfunction, Stefani helps clients navigate challenging life experiences and relationships.

The CJ Wealth Management Group at Morgan Stanley is a leading finance institution located at 245 Lytton Avenue in Palo Alto, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to empower our clients to make informed decisions and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.

South County Community Health Center, Inc. is a leading healthcare institution located at 1798 Bay Road in Palo Alto, California, United States. As a community health center, we are committed to providing high-quality medical care and services to individuals and families in the South County area. Our dedicated team of healthcare professionals offers a wide range of medical services, including primary care, preventive care, specialty care, and urgent care. We strive to promote wellness and improve the health outcomes of our patients through comprehensive and compassionate care. Visit us today to experience top-notch healthcare in a welcoming and patient-centered environment.

The Major General William H. Gourley VA-DoD Outpatient Clinic is a health institution located at 201 9th Street in Marina, California, United States. This clinic serves as a local government office and provides healthcare services to Veterans, their families, and caregivers. The clinic is part of the VA Palo Alto health care system, which is dedicated to meeting the needs of those who have served in the military. Patients can manage their health online and find community events and updates through the clinic's official website. Additionally, the clinic honors recipients of the Medal of Honor each year on March 25, recognizing their courage and sacrifice in service to the nation.

Apartment is a modern and stylish residential building located at 356 Waverley Street in Palo Alto, California, United States. This institution offers luxurious living spaces with top-notch amenities and stunning views of the surrounding area. Each apartment is designed with contemporary finishes and features spacious layouts, high ceilings, and state-of-the-art appliances. Residents can enjoy access to a fitness center, rooftop terrace, and on-site parking. With its prime location in the heart of Palo Alto, Apartment is the perfect place to call home for those seeking upscale living in a vibrant community.

Kapil Mishra, MD at Stanford Medicine Children's Health is a renowned pediatric doctor located in Palo Alto, California. Dr. Mishra specializes in providing expert medical care to children of all ages, offering a wide range of services to ensure the health and well-being of his young patients. With a dedication to compassionate and personalized care, Dr. Mishra and his team strive to create a welcoming and comfortable environment for families seeking top-quality healthcare for their children. Visit their office at 2452 Watson Court to experience the exceptional care and expertise that Stanford Medicine Children's Health has to offer.

Charlotte Russell - State Farm Insurance Agent is a local insurance agency located at 1391 Woodside Road in Redwood City, California. Serving the greater Bay Area, including Redwood City, Palo Alto, Menlo Park, and Mountain View, our team is dedicated to providing personalized insurance solutions for individuals and families. With over 15 years of experience in the industry, Charlotte Russell is committed to helping clients understand their unique insurance needs and find the right coverage to protect what matters most to them. At our office, you can get quotes for auto insurance, homeowners insurance, renters insurance, life insurance, commercial insurance, small business insurance, and financial services. We believe in giving back to the community and support local organizations such as Samaritan House, Street Life Ministries, and the La Honda Fire Brigade.

Andrew Gottlieb, Ph.D. Cognitive Behavioral Therapy is a leading institution located in Palo Alto, California, United States. Dr. Andrew Gottlieb specializes in providing cognitive behavioral therapy to help individuals overcome various mental health challenges. With a focus on evidence-based techniques and personalized treatment plans, Dr. Gottlieb offers a safe and supportive environment for clients to work through their issues and achieve lasting change. Whether you are struggling with anxiety, depression, or other psychological concerns, Dr. Gottlieb is dedicated to helping you improve your mental well-being and lead a fulfilling life. Visit our office at 415 Cambridge Avenue to start your journey towards better mental health today.

Leung Lawrence MD is a doctor's office located at 3801 Miranda Avenue in Palo Alto, California, United States. This institution is dedicated to providing high-quality healthcare services to Veterans, their families, and caregivers. The experienced healthcare teams at Leung Lawrence MD are committed to meeting the unique needs of their patients. Patients can easily manage their health online and find a health facility near them. Additionally, the institution honors the recipients of the Medal of Honor every year on March 25, recognizing their courage and sacrifice. Visit the official website for more information and to stay updated on community events.

Allen Eskenazi, MD is a reputable doctor located at 795 El Camino Real in Palo Alto, California. Dr. Eskenazi specializes in providing exceptional health care services to patients of all ages. With a focus on patient-centered care and a commitment to excellence, Dr. Eskenazi and his team strive to ensure that each patient receives personalized and comprehensive medical treatment. Whether you are in need of a routine check-up or have a specific health concern, Allen Eskenazi, MD is dedicated to helping you achieve optimal health and well-being.

Cara Barone, M.D. is a trusted medical institution located in Palo Alto, California, United States. Dr. Cara Barone specializes in providing high-quality healthcare services to patients in need. With a focus on promoting overall health and wellness, Dr. Barone offers a wide range of medical services and treatments to address various health concerns. Patients can expect compassionate care and personalized treatment plans when visiting this esteemed doctor in Palo Alto.

Ross E DeHovitz, M.D. is a reputable doctor's office located at 795 El Camino Real in Palo Alto, California. Dr. DeHovitz specializes in providing top-quality health care services to patients in the area. With a focus on preventive care and personalized treatment plans, the institution offers a range of medical services to help patients achieve and maintain optimal health. Whether you are in need of a routine check-up or treatment for a specific health issue, Dr. DeHovitz and his team are dedicated to providing compassionate and comprehensive care to meet your individual needs. Visit Ross E DeHovitz, M.D. for expert medical attention in a welcoming and professional environment.

for the experience of being alive." - Joseph Campbell Marlyna Stewart, LCSW is a licensed clinical social worker located in Palo Alto, California. Specializing in providing clinical psychotherapy and counseling services to adults, Marlyna also offers clinical consultation to mental health professionals and supervision to mental health students.

Noga Niv, Ph.D is a highly respected clinical psychologist located in Palo Alto, California. Dr. Niv specializes in providing professional mental health services to individuals of all ages. With a focus on evidence-based treatments and a compassionate approach, Dr. Niv is dedicated to helping her clients achieve emotional well-being and personal growth. Whether you are struggling with anxiety, depression, trauma, or relationship issues, Dr. Niv is here to support you on your journey to mental wellness. Visit her office at 550 Hamilton Avenue to schedule a consultation and take the first step towards a healthier mind and a happier life.

Bryant Street Medical Building is a state-of-the-art health facility located at 322 Bryant Street in Palo Alto, California. Our institution offers a wide range of medical services and specialties to cater to the healthcare needs of our community. Our team of experienced healthcare professionals is dedicated to providing high-quality care and personalized treatment plans to ensure the well-being of our patients. Visit Bryant Street Medical Building for comprehensive and compassionate healthcare services in a modern and comfortable setting.

Galloway Carla G MD is a healthcare institution located at 3801 Miranda Avenue in Palo Alto, California, United States. This institution is a doctor's office specializing in providing quality healthcare services. The healthcare teams at Galloway Carla G MD are experienced and dedicated to meeting the needs of Veterans, their families, and caregivers. Patients can easily manage their health online and find a health facility near them. The institution also hosts community events and updates. Galloway Carla G MD is committed to honoring the recipients of the Medal of Honor every year on March 25, recognizing their courage and sacrifice in serving their country. Visit the official website of Galloway Carla G MD for more information.

Kuppuswamy Malathy MD is a healthcare institution located at 3801 Miranda Avenue in Palo Alto, California, United States. This institution is a doctor's office specializing in providing quality healthcare services to patients. The institution is committed to serving Veterans, their families, and caregivers with experienced healthcare teams. Patients can easily manage their health online and find a health facility near them. The institution also hosts community events and updates for the public. Additionally, the institution honors recipients of the Medal of Honor every year on March 25th, recognizing their courage and sacrifice in serving the nation. Visit the official website for more information and to access secure and encrypted services.

Merrill Lynch Financial Advisor Richard McHugh is located at 3075 Hansen Way in Palo Alto, California, United States. Rich McHugh is a Senior Vice President, Private Wealth Advisor, and Portfolio Manager at Merrill Private Wealth Management. He works with leaders in business, members of accomplished families, and successful individuals to help them navigate the complexities of wealth through the advice and capabilities of Merrill Private Wealth Management's world-class infrastructure. Rich and his team provide highly personalized experiences by servicing a limited number of families. With extensive experience in traditional and alternative investments, portfolio management, short-term cash management, financing, and estate planning strategies, Rich begins each relationship by gaining a thorough understanding of his clients' backgrounds, financial pictures, goals, and expectations. Prior to joining Merrill, Rich worked at J.P. Morgan Private Bank in various offices across the United States. He holds a B.A. in Political Science and Government from Purdue University and a M.S. in Finance from DePaul University. Rich resides in Los Altos, CA, and enjoys art, golf, skiing, and travel in his free time. Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service, with a focus on the unique priorities and goals of each individual client. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their needs and objectives.

Bank of America Private Client Advisor Linh Nguyen is a Senior Vice President and Private Client Advisor located in Palo Alto, California. Linh and her team of subject matter specialists work with high-net-worth individuals and families to optimize and manage their wealth. They take a personalized approach, listening to your unique needs before crafting a financial strategy to advance your goals, legacy objectives, and plan for future generations. Your dedicated team can include a Wealth Strategist, Portfolio Manager, Trust Officer, and other specialists tailored to your situation. With a focus on integrity and transparency, they serve as your fiduciary to meet your financial objectives. Their comprehensive wealth planning approach includes investment management, trust, estate and tax planning, philanthropic strategies, customized credit, and other financial needs. They offer distinctive investment insights and strategies, with access to extensive resources from the Bank of America enterprise. Linh holds a Bachelor of Science in psychology and a Master’s in Business Administration. She is actively involved in community organizations and enjoys long walks, gardening, and staying informed on business, investment, and social matters. Bank of America Private Bank has a long history of helping clients manage significant wealth, with a commitment to making your goals a priority. They provide disciplined financial strategies and bridge generations to anticipate and respond to evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Consult your legal and tax advisors before making any financial decisions.

Harris MyCFO, located at 2200 Geng Road in Palo Alto, California, is a finance institution that offers services through BMO Private Bank, BMO Family Office, and/or BMO Delaware Trust Company. With a team of wealth and family office professionals, Harris MyCFO helps clients navigate the complexities of managing substantial wealth by providing tailored solutions to meet their financial goals and lifestyle expectations. Services include debt capital sourcing, customized debt financing, trust administration, and investment strategies. Operating Monday through Friday, Harris MyCFO aims to assist families in integrating their wealth with long-term financial goals and lifestyle objectives. For more information on individual Financial Advisors, visit adviserinfo.sec.gov or cfp.net/verify-a-cfp-professional. Please note that BMO Wealth Management is a brand delivering various financial services through different entities, all affiliates of BMO Financial Corp.

George M. Saliga - Private Client Advisor is a finance institution located at 531 Cowper Street in Palo Alto, California, United States. As a private client advisor, we specialize in providing personalized financial advice and services to high-net-worth individuals and families. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, estate planning, or retirement planning, we are here to help you navigate the complexities of the financial world and make informed decisions. Trust George M. Saliga - Private Client Advisor to provide you with expert guidance and exceptional service.

Elderberry Capital is a premier finance institution located at 3223 Hanover Street in Palo Alto, California, United States. Specializing in wealth management, investment strategies, and financial planning, Elderberry Capital is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Elderberry Capital is a trusted partner for all your financial needs.