Gregoire Calegari graduated from St. Patrick’s College with a BA in philosophy, and from UCLA with an MBA. He worked for two years as a senior accountant for Deloitte & Touche, before joining his father’s firm in 1965.

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One of Greg’s fortes is his ability to develop sophisticated tax deferred retirement plans for closely held corporations and their owners. Greg works closely with his clients’ attorneys and other business advisors as part of an integrated team.

In working with his clients, Greg follows a proactive philosophy; it’s an excellent way, he feels, to make good use of the firm’s outstanding resources. Greg recalls a client who was anxious to support a local secondary school by making a large charitable gift of low-basis securities. Greg and his team at Calegari & Morris introduced this client to a charitable gift fund operated by a major financial institution. His client could then make a gift to the “fund,” which would disperse the money to the school over several years. By thinking ahead, Greg created a win-win situation: the client met his gifting objectives while generating a large current and useful tax deduction.

Practice Areas:

Foundations
High Net Worth Individuals
Tax and Financial Advisory

Practice Areas:

Design and Creative Services
Professional Services
Real Estate and Partnership Entities

Contact:

p: (415) 955-0300
f: (415) 981-1124
Email Greg

“We don’t have a big ego here; we have a big goal: we want our clients to receive the very best advice possible. Fortunately, we have ready access to San Francisco’s best and brightest tax, legal, and financial experts. If I feel that one of our clients needs very specialized tax advice, I don’t hesitate to consult with a professional from another firm who has more expertise than I in that area. With the right advice, our clients meet their goals, which is our goal. Client satisfaction makes my work personally rewarding: it draws new clients to the firm and ensures that we remain the best boutique tax planning firm in San Francisco!”

Greg Calegari on Calegari & Morris