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LEGACY BUILDER CONFERENCE
Leave a lasting impact on the world.

The Hayes Mansion, San Jose, CA
May 15 2024

The Conference

Powerful Talks From Industry Icons
May 15 2024
08:00 am

Legacy Builder promises to be an enriching experience, that offers a unique blend of insight, purpose, and community. It is an opportunity to connect with like-minded individuals and families who share a commitment to making a lasting difference through their legacies.

Your presence at our invite-only Legacy Builders conference, would not only enrich the discussions but will set the tone for a collective vision and energy of creating a more impactful philanthropically engaged society. We are eager to welcome you to this gathering of influential figures and thought leaders in the Silicon Valley region.  We are confident that your participation will be immensely valuable and look forward to welcoming you.

The Conference

Our Mission

What is Legacy Builder?

At Greenstein, Rogoff, Olsen & Co., LLP (GROCO), we have dedicated the last 30 years to empowering high net worth individuals, closely held businesses, and venture capital partners with comprehensive tax, strategy, and advisory services. Our commitment extends beyond financial prosperity, focusing on nurturing wealth in a way that enriches not just our clients, but the broader community as well. We believe that with the right guidance and strategic planning, wealth can be a powerful tool for societal impact.

About

Our Team.

Our team has decades of experience in building legacies through family office advisory. 

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Alan Olsen

Managing Partner

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Jacquline Hernandez

Family Office Director

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Eric Olsen

Family Office Director

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Alan Brown

Executive Advisor

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Andrew Olsen

Event Director

Past Speakers

Proud to bring you industry icons from across the globe
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Shelia Driscoll

CEO of Dame Ventures

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Bob Gay

Founder & Director, Kensington Capital Holdings

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Aldo Carascoso

CEO and Co-Founder of ViVumComputing

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Mark Stidham

CEO of LuLaRoe

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DeAnne Stidham

President of LuLaRoe

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Pamela Hawley

CEO of UniversalGiving

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Mike Murray

Advisor & Helper

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Ann Christensen

President of Clayton Christensen Institute

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Eric Ball

Co-Founder and General Partner at Impact Venture Capital

Speakers

Sponsors

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Interested in becoming a sponsor?

Family Office Service

Legacy family offices and so much more! At GROCO, we become your personal CFO by providing you with robust virtual family office services. We provide comprehensive financial management & consulting firm for businesses, not-for-profits, high-net-worth individuals and their families. We at GROCO understand the time you spend dealing with the complexities of wealth. We help lift that burden so you can focus on what’s more important. Let us give you better peace of mind by knowing that your day to day challenges are being handled by experts.

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