Apercen Partners LLC is a specialized professional services firm dedicated to providing sophisticated tax compliance, strategic tax planning, and comprehensive family office services. They cater primarily to ultra-high-net-worth individuals, families, and their associated entities, aiming to simplify the complexities of substantial wealth through proactive, tailored advice and meticulous attention to detail. The firm positions itself as a trusted advisor, focusing on long-term client relationships and a deep understanding of complex financial situations.
The San Francisco headquarters serves as the central hub for the firm's national operations, strategic leadership, client service standards, and development of specialized tax and wealth management solutions.
Located in a modern high-rise office building in the SoMa (South of Market) district, offering contemporary workspaces designed for collaboration and client confidentiality. Proximity to financial institutions and technology companies.
The work culture at Apercen Partners's HQ is characterized by a high degree of professionalism, intellectual rigor, and a client-first approach. It fosters collaboration among tax experts and wealth advisors, emphasizing accuracy, discretion, and continuous learning in the evolving financial landscape.
Its San Francisco HQ places Apercen Partners at the epicenter of significant wealth creation, particularly from the technology sector, and provides access to a deep talent pool. This location underscores its focus on serving sophisticated, high-net-worth clients.
Apercen Partners primarily operates within the United States, with a network of offices in key metropolitan areas. While their physical presence is domestic, they are equipped to handle complex client situations involving international assets, cross-border tax issues, and services for U.S. expatriates or foreign nationals with U.S. financial interests, often collaborating with a global network of trusted advisors.
201 Spear Street, Suite 1650
San Francisco
CA
USA
Address: 11 Times Square, 30th Floor, New York, NY 10036
To provide direct access and tailored services to the significant concentration of wealth and complex financial needs in the New York metropolitan area and broader East Coast markets.
Address: 321 First Street, Los Altos, CA 94022
To offer specialized expertise and convenient access for the high concentration of technology-driven wealth and innovation in Silicon Valley.
Address: 300 North LaSalle Street, Suite 4925, Chicago, IL 60654
To establish a strong presence in a major Midwestern economic center, catering to established and emerging wealth in Chicago and surrounding areas.
Address: 300 West 6th Street, Suite 2200, Austin, TX 78701
To tap into the dynamic growth and wealth creation in Austin and Texas, providing localized expertise for high-net-worth clients in the region.
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As of April 2025, Apercen Partners LLC' leadership includes:
Apercen Partners LLC has been backed by several prominent investors over the years, including:
In the last 12 months, Apercen Partners has focused on strengthening its senior leadership through internal promotions, elevating five individuals to Partner in January 2024. There have been no publicly announced C-suite executive departures during this period.
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Apercen Partners typically uses a standard professional email format for its employees, most commonly combining the employee's first and last name with the company domain.
The most prevalent email format is `[first].[last]@apercen.com`.
Format
jane.doe@apercen.com
Example
90%
Success rate
Business Wire • January 17, 2024
Apercen Partners announced the promotion of Alex Contreras, Joe Cromheecke, Ben Leis, Megan Miller, and Ben Nortman to Partner, recognizing their significant contributions and leadership within the firm as it continues to expand its services for ultra-high-net-worth clients....more
Forbes • October 10, 2023
Apercen Partners was named to Forbes' prestigious annual list of America's Top RIA (Registered Investment Advisor) Firms for 2023. This recognition highlights the firm's commitment to excellence in wealth management and client advisory services....more
PR Newswire • February 1, 2022
Tailwind Capital, a middle-market private equity firm, announced a strategic investment in Apercen Partners. The partnership is aimed at supporting Apercen's continued growth, enhancing its service offerings, and expanding its national footprint in the ultra-high-net-worth advisory space....more
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