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 nearly 10 years, our team members have hosted an ongoing symposium series at Stanford’s Graduate School of Business, featuring topics on executive compensation, taxation, estate planning, philanthropy, and retirement planning. In addition, we lecture on financial literacy at University of California, Berkeley, as well as Saint Mary’s College of California. 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.

For assistance, please contact Quorum directly at 925-488-0000