GK Technology and Gaming

As a firm disrupting our own industry, we understand the opportunities and challenges that face our clients who are at the forefront of the tech revolution. Our goal is to help you accumulate and preserve your wealth.

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Some companies we work with

Established in Santa Monica and growing within the tech boom of Silicon Beach, the GK Technology and Gaming group specializes in helping clients navigate and optimize their financial decisions. We develop strategies to manage and protect your wealth in the most tax-efficient manner. Whether you are just getting started, a firm founder, a successful executive, or going through a liquidity event, we analyze your situation, put together a customized, comprehensive plan and work alongside you to successfully implement it.

Our specialties include (but are not limited to):

Stock options, Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPPs)
Asset allocation and diversification
Wealth protection and estate planning
Strategies to reduce risk on concentrated stock positions
Retirement and defined benefit plans