Team
The Quintessential Team
We are an experienced and highly collaborative team, and every one of our clients gets to meet each team member. We bring individual skills of our ‘quorum’ to the table, but how we work together – to help our clients attain their goals – is what distinguishes Quorum Private Wealth
Committed to Education
For over 10 years, our team members have hosted symposium series at Bay Area graduate business schools, including Stanford, UC Berkeley, Wharton and St. Mary’s College, featuring topics on executive compensation, taxation, estate planning, philanthropy, and retirement planning. We have also spoken on a multitude of financial planning topics to CalCPA, the California Bar Association, Bay Area estate planning councils and other local organizations.
San Francisco Bay Area
New York Metro Area
