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Contact Me

Tom McAuliffe

Heritage Family Offices, LLP

San Rafael, California

Strategic tax planning services to help you build and preserve life-long wealth

Areas of Focus

  • Employee Benefits
  • Estate Planning
  • Family and Money
  • Giving
  • Inherited Wealth

About Me

Tom has over 34 years experience building and preserving family wealth, starting with Lehman Brothers, then in his own firm, True Wealth Management, and now with Heritage Family Offices LLP.
He remains focused on working alongside CPAs to help individuals and business owners minimize taxes, invest their wealth and securely plan for their future.

Location

94901 ca

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Fee Only
  • Hourly Rate
  • Package Offers
  • Percentage of Assets Managed

What to expect in the first meeting

We are a true multi-disciplinary office of tax, law, insurance, and wealth management professionals. In our first meeting we will get to know each other. What are your goals, your dreams and the resources you have at hand? What obstacles might arise that could prevent you from reaching your goals? We will bring in our legal and tax advisors as needed to assist us in preparing a rough draft of a financial plan - then schedule the 2nd meeting to review this rough draft and collaborate on developing a robust plan.

Offers Investment Management

Yes

About our Firm

Heritage Family Offices, LLP and affiliated entities is a professional association comprised of legally independent professional practices: HFO Certified Public Accountants, LLP; HFO Law Group, LLP; Heritage Insurance Advisors, LLC; and Heritage Wealth Management, LLC.

We believe our clients are best served by integrating the primary financial professionals in their lives. Together, our family of companies provides our clients with Certified Public Accountants, tax professionals, attorneys, financial advisors, Certified Financial Planners, and insurance professionals. Please note, however, that not all professionals maintain all these licenses. Please carefully take note of our respective professional licenses, or ask for clarification, when engaging any professional in our firm. Our goal is to provide continuous, full transparency for our clients or prospective clients.

Education

University of San Francisco, B.S.

Volunteer Experience

Spirit Rock Meditation Center; Unity In Marin; United Cerebral Palsy of the North Bay

Badges

Languages

  • English

Hobbies and Interests

  • Animal Rescue
  • Bird Watching
  • Camping
  • Church
  • Cooking
  • Exercising
  • Family
  • Gardening
  • Golf
  • Hiking
  • Reading
  • Skiing
  • Traveling
  • Volunteering
  • Walking
  • Working Out
  • Writing
  • Yoga

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