homesmillbrae.com » West Coast Operations http://homesmillbrae.com Thu, 20 Oct 2022 03:48:43 +0000 en hourly 1 http://wordpress.org/?v=3.1 Silver Bridge Expands West Coast Operations http://homesmillbrae.com/795/silver-bridge-expands-west-coast-operations/ http://homesmillbrae.com/795/silver-bridge-expands-west-coast-operations/#comments Wed, 03 Aug 2011 22:52:04 +0000 http://homesmillbrae.com/795/silver-bridge-expands-west-coast-operations/ Continue reading →]]> BOSTON and SAN FRANCISCO, Aug. 3, 2011 — /PRNewswire/ — Silver Bridge, an independent wealth management firm, today announced that it has expanded its West Coast operations. The firm has opened a new office in Berkeley, CA adding to its reach in the Bay Area. As part of the expansion, Silver Bridge has also appointed Gretchen Lucas as Family Office Advisor. Ms. Lucas was most recently a Tax Manager in the Private Client Advisors Group at Deloitte Tax LLP.

“Northern California is an important market for Silver Bridge and we felt it was the right time to expand both our footprint and family office team locally,” commented Steve Prostano, Chief Executive Officer of Silver Bridge.

At Deloitte Tax LLP and WTAS LLC, Ms. Lucas worked with high net worth individuals and family groups to meet their individual, trust, estate and gift tax consulting and compliance needs. Over the course of her tenured career, she has served as a tax advisor to several high profile Bay Area internet technology, private equity, venture capital, real estate and privately held company clients. Ms. Lucas is an attorney, a member of the California Bar Association and the Orange County Estate Planning Council.

“Gretchen’s experience in estate and charitable planning, advanced tax techniques and family business succession planning complements the depth of our growing wealth advisory team in the Bay Area. We believe she will be a great asset to our local family office practice,” said Martim de Arantes Oliveira, Regional Director for Silver Bridge’s West Coast Operations.

About Silver Bridge

Silver Bridge is an independent wealth management firm with $2.75 billion in assets under advisement as of June 30, 2011. For more than 80 years, Silver Bridge and its predecessors have focused on helping individuals and families realize their financial goals and aspirations. The Firm offers objective, thoughtful advice and customized solutions that are aligned with each client’s investment, philanthropic, tax, and wealth transfer objectives. All investment advisory services are provided through Silver Bridge Capital Management, LLC, a registered investment adviser and affiliate of Silver Bridge Advisors, LLC. For more information about Silver Bridge, visit http://www.silverbridgeadvisors.com.

Media Contact:Kellie Walsh914-315-6072kwalsh@silverbridgeadv.com

SOURCE Silver Bridge

Article source: http://www.sacbee.com/2011/08/03/3814009/silver-bridge-expands-west-coast.html

]]> http://homesmillbrae.com/795/silver-bridge-expands-west-coast-operations/feed/ 0 San Francisco’s America’s Cup Organizing Committee gearing up to raise $32M http://homesmillbrae.com/228/san-franciscos-americas-cup-organizing-committee-gearing-up-to-raise-32m/ http://homesmillbrae.com/228/san-franciscos-americas-cup-organizing-committee-gearing-up-to-raise-32m/#comments Fri, 25 Feb 2011 23:28:01 +0000 http://homesmillbrae.com/228/san-franciscos-americas-cup-organizing-committee-gearing-up-to-raise-32m/ Continue reading →]]>

The 34th America’s Cup is coming to San Francisco in 2013.



0edd5 YoungEric San Franciscos Americas Cup Organizing Committee gearing up to raise $32M

  • Eric Young
  • Reporter
  • Email: eyoung@bizjournals.com

The group assembled to collect $32 million to cover San Francisco’s costs during the America’s Cup is a who’s who of Bay Area business and philanthropy circles.

Led by former real estate executive Mark Buell, the 56 members have a big task ahead of them. The San Francisco America’s Cup Organizing Committee can’t offer big advertising deals or worldwide exposure in exchange for contributions. Instead, the group likely will make its pitch by offering smaller promotional packages, behind-the-scenes experiences or VIP treatment on race days.

The group’s efforts are aided by a more robust economy, said Buell. But rebound or not, it’s always a challenge to get people to open their wallet. The group has until 2013 to reach its goal and it wants to raise $12 million by the end of this year.

Below is the list of the Organizing Committee members. (There are 37 honorary members as well – all politicians – including people like Congresswoman Nancy Pelosi, California Sen. Dianne Feinstein and Gov. Jerry Brown.)

EYoung03

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Article source: http://www.bizjournals.com/sanfrancisco/blog/2011/02/organizing-committee-americas-cup.html

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