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On your team

Clarity and Confidence Through Life’s Most Important Transitions

One point of coordination for the decisions that come with aging. We support you in the conversations with your family and your licensed professionals.

Your team: you, in the lead, with Painted Rock Family Advisors beside you. You lead the conversations with your family and with your own licensed professionals (money, tax and insurance; legal and estate; health, Medicare and long-term care; home and housing). Painted Rock prepares and supports both conversations.
Start with a conversationSee how we work
You stay in control.

You decide what we cover. You choose a trusted person and what they see. You make every decision. We never hold the keys: no passwords, no account access.

Our promises to you →

How we help

How we make it easier

1One clear strategy

Pull your thinking on money, legal, health and housing into one plan, so decisions happen in the right order.

2Organized and prepared

Keep your documents and records in order, so you’re ready for family conversations and steady when life changes.

3The right experts

Find, get to know and scope the right licensed professionals, so your time with them is focused.

We prepare you for your licensed professionals; we don’t replace them. See how we work →

Who we help

Families facing a lot at once

  • Older homeowners navigating a transition
  • Adult children supporting aging parents
  • People planning ahead, before a crisis
  • Anyone juggling too many advisors, decisions and documents

Areas we coordinate

One point of coordination for the whole picture

Money, Tax & InsuranceLegal & EstateHealth, Medicare & Long-Term CareHome & Housing

See what we coordinate in each area →

We coordinate. Your licensed professionals advise.

You hire and pay them directly. We are paid only by you or your family, and accept no referral fees or commissions.

Start with a conversation

Every family is different. We begin by understanding yours.

Start with a conversation

Or call (415) 906-0610 or email james@paintedrockcapital.com.