The Farallon Group, based in San Francisco, CA, is a team of experienced wealth management professionals dedicated to guiding clients through major life events and helping them preserve and pass on their wealth. With a customized approach that goes beyond investments, they provide thoughtful financial planning and comprehensive wealth management services.
Led by Senior Vice Presidents Denis Roy and Michael Grosse, The Farallon Group specializes in working with Family Stewards and private business owners, offering tailored strategies to achieve long-term financial goals. Their team combines a boutique experience with the resources of a premier global investment firm, providing clients with the comprehensive services they deserve.
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