Apercen Partners LLC

314 Lytton Ave Ste 200, Palo Alto, CA 94301-1430

1

BPI
Financial Rating

4

BPI Stakeholder Rating

3

BPI Social Responsibility Rating

Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high net-worth individual clients a full spectrum of income and multi-generational tax planning and compliance services. Specializing in the areas of venture, hedge, and private equity partners, entrepreneurs, and corporate executives, Apercen’s core is grounded in aiding clients in maintaining their wealth and property through responsive and insightful tax planning.

2.7

Overall Excellence Rating

Industry

Accounting Services

Category

Accounting & Tax

ESG/Ethical Impact

Apercen Partners specializes in providing comprehensive wealth management services to high-net-worth individuals, families, and institutions. They focus on helping clients preserve and grow their wealth over time through customized investment strategies.Apercen Partners has a strong emphasis on tax planning and optimization. They work closely with clients to develop tax-efficient strategies that minimize liabilities while maximizing wealth preservation. Given the sensitive nature of wealth management and family office services, Apercen Partners places a strong emphasis on maintaining the privacy and security of their clients’ financial information. Apercen Partners LLC boasts a team of experienced professionals with expertise in finance, tax, and wealth management, ensuring clients receive informed and knowledgeable guidance.

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Awards Received

2023

Revenues

$3,000,000.00

Website Traffic

Employee Rating

4.4

Customer Rating

3.5

Company Size

100-1000

ESG Risk Rating

3

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