Great wealth brings great complexity.
Requiring a trusted advisor skilled in managing both. It’s what we’ve done for Silicon Valley’s most accomplished innovators for over a quarter century.
We create your family office blueprint.
Providing you with clarity and peace of mind.
Fully integrated services.
Bringing clarity to your unique wealth profile to manage complexity and mitigate risk, so you can move forward with confidence, purpose, and peace of mind.
- Income, trust, gift and estate structuring, planning, and compliance
- Multi-year strategic tax planning and projections
- Management and representation for tax examinations
We structure and manage your family’s comprehensive tax profile which includes individuals, trusts, pass-through, charitable and wealth-transfer entities. We integrate our continuous, year-round planning into our in-house preparation of your tax returns, estimated tax and year-end projections.
- Charitable entity structuring and design
- Grant recommendations and administration
- Foundation governance and board support
We are devoted to assist clients develop and maintain a philanthropic plan that aligns goals, wishes and values with their family legacy. We analyze charitable gifts and provide overall guidance and administration to your philanthropic selection process.
- Strategic review of family goals
- Wealth accumulation, preservation and distribution strategies
- Multi-generational focus
Our deep experience in estate and wealth transfer undertake a holistic approach to identify and solve complex financial and family issues when considering a wealth shift.
- Major transactions involving real estate, aircraft, vehicles and other assets
- Private security and travel
- Domestic payroll and benefits, background checks and concierge services
We facilitate, manage and coordinate important services that enable you to enjoy your time without having to be burdened with time-consuming details.
- Daily processing of wire/ACH/checks with online presentment and secure approval process
- Preparation of cash flow reports and statement of net worth, customized to your family's needs
- Integration of family operations, banking, domestic payroll, and investments
We oversee your family's accounting and cash management needs, providing comprehensive bill pay services and tailored financial reporting.
- Asset protection structuring and entity selection
- Full spectrum of complex personal casualty insurance and risk management solutions including, home, auto, liability, employee benefits, yachts, and aircraft.
- Ongoing administration and claims management
Our experienced risk management professionals ensure assets are protected through an individual risk management program.
We work closely with third party insurance providers to offer clients practical solutions for their insurance needs
- Family governance planning
- Family education and meetings
- Succession and legacy strategies
The successful transition of wealth requires intentional formation of structures, agreements and a decision-making framework to oversee the ongoing management of the family enterprise.
- Fully integrate with your existing investment advisors
- Oversight of tax implications
- Transact subscriptions, capital calls and distributions
We work closely with your investment advisors to form one unified team. We take a holistic view of your family’s balance sheet and are mindful of your taxable position. We work with the investment team to minimize the tax impact of rebalancing portfolios and liquidity needs.
The Power of Experience.
Ron brings over 30 years of experience in tax, accounting and business transactions. Ron manages a broad range of personal wealth matters, including pre-IPO liquidity planning, stock option taxation, complex tax planning and compliance, wealth transfer strategies, real estate transactions, and charitable planning. Prior to Catalyst Family Office, he joined myCFO in 2000 as a Managing Director, where he was responsible for the Palo Alto office and was a member of the firm’s executive operating committee. Ron was myCFO’s National Practice leader for Family Office Services, where he was responsible for deliverables, service offerings and enterprise-wide delivery of integrated family office solutions. Ron’s background also includes over a decade in tax at Arthur Andersen LLP. This deep experience allows him to combine his tax and extensive business knowledge to provide clients with a single comprehensive wealth management resource. Ron is a CPA and holds membership at the American Institute of CPAs and the California Society of CPAs. He earned a bachelor's in Accounting and Business Administration from Fresno State University. Ron is an honorary member of Beta Alpha Psi, a national accounting fraternity, and has served as an accounting area board member at the Orfalea School of Business at Cal Poly for over 20 years.
Paula brings broad experience with an emphasis on taxation and multi-generational planning for ultra-affluent families in Silicon Valley. She provides integrated advice including income tax consulting and compliance, philanthropy planning and wealth transfer. Paula also is responsible for the management and development of the firm’s tax practice. Prior to Catalyst Family Office, LLC, Paula was a Director at myCFO, a large national multi-family office, for over 18 years. Paula practiced public accounting at Grant Thornton LLP and PricewaterhouseCoopers LLP prior to joining myCFO. Over her 25 year career, Paula has provided tax and financial advice to many of Silicon Valley’s top entrepreneurs, C-level executives, and venture capitalists. Paula is a Certified Public Accountant in California. She graduated with magna cum laude from San Jose State University and is an active member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants.
Teresa Holland brings over 25 years of experience in the financial services industry, with a focus on integrated wealth management for ultra-affluent families. Teresa’s primary responsibilities include developing customized strategies, providing technical expertise and guidance, and overseeing the day-to-day management of our clients’ personal financial activities and transactions. She provides personal tax and financial services for entrepreneurs, executives and families in Silicon Valley and across the country. Additionally, Teresa is responsible for managing the firm’s Expense Management and Financial Reporting (EMFR) practice. Prior to Catalyst Family Office, LLC, Teresa was a Director at myCFO in Palo Alto for over 18 years. Prior to myCFO, Teresa was a tax manager at Ernst & Young LLP. Teresa received a BA in English from California State University, Northridge. She is a designated Enrolled Agent with the Internal Revenue Service and is a CFP™ professional. She is an active member of the National Association of Enrolled Agents and the California Society of Enrolled Agents.
Phyllis has more than 25 years of professional experience in the financial services industry. As Catalyst Family Office’s Administrative Partner, Phyllis oversees the firm’s day-to-day operations and is responsible for managing our human capital, information and technology systems, facilities and administrative activities. Before Catalyst Family Office, Phyllis was the office administrator for myCFO where she served over 19 years supporting C-level executives and corporate leaders, as well as managing administrative and facility personnel.
Our advice is anchored in the unique experience we’ve gained serving ultra-affluent families. We take a different approach, one that serves as your family’s CFO with a fully integrated and comprehensive family office. We look forward to helping your family manage the complexity and risk that great wealth often brings.Ron Gong, Managing Partner