Palms Capital Partners

Foss Company, based in San Francisco, CA, is a leading tax credit investment partner with over 40 years of experience in unlocking the potential of tax credits to drive sustainable investments and maximize returns. Specializing in historic preservation, sustainability, and ESG investing, Foss Company offers a comprehensive suite of tax credit programs to help revitalize communities, protect the environment, and generate long-term value for businesses. With a proven track record of raising over $8 billion in equity and managing $1.5 billion in tax credits, Foss Company leverages its unmatched expertise to guide developers and investors through highly structured project finance transactions. Their full-service approach ensures seamless project execution, from sourcing quality transactions to managing investor relationships, making them a trusted partner in driving positive social, environmental, and economic impact through tax credit investments.Generated from the website

Standish Management is a specialized fund administration firm based in San Francisco, designed to meet the needs of private equity firms with a high-touch, white-glove approach. With a team of experienced accounting professionals and private capital fund CFOs, they provide comprehensive solutions that serve as an extension of clients' finance teams. With a global footprint and 19 offices across four countries, Standish has partnered with some of the largest and most respected private funds, helping them scale their operations while effectively managing complex fund structures. Their technology-enabled services ensure a customized, efficient, and investor-friendly experience for clients, allowing them to focus on their core business activities. Generated from the website

An independent financial advisor in San Francisco providing fee-only personal financial planning, including advice for retirement planning, investment management, tax preparation & planning, estate planning, and more...