Specialty:
"PP&Co provides planning and compliance services to high-net-worth individuals and small to medium-sized private companies. The firm maintains an active membership in PrimeGlobal. The team has provided dedicated service to their clients and the Silicon Valley community for over 70 years. The firm consists of eleven partners and a total staff of approximately 100. PP&Co maintains enduring client relationships with some third and fourth-generation clients continuing to rely on them as advisors. Their experience and broad alliance network support their clients’ business goals. They have grown steadily, with many clients coming through referrals from other clients or their professional network. Their established practices and consistent results PP&Co maintains offices in downtown San Jose, Santa Cruz, and Portland, Oregon.
2026 Update: PP&Co has specialized knowledge and training in hospitality and recreation, construction and real estate, employee benefit plans, nonprofits, and other industries. They use technology to deliver customized solutions that support clients’ objectives and simplify complex processes."




