Company lists · Data refreshed September 2026

Top 22 Family office law firms based in San Jose, United States

RevenueBase identified 37 family office law firms headquartered in San Jose, United States as of September 2026 and tracks 372 professional contacts across them, including 229 with verified work emails. Across the United States, New York is the largest hub for this category (433 companies); San Jose has 37.

This list covers family office law firms headquartered in San Jose, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
37Companies
372Contacts tracked
229Verified emails
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The 22 largest family office law firms based in San Jose, United States

Ranked by team size
Top 22 of 37 family office law firms based in San Jose, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office law firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Jose, CA, United StatesHQ checked Sep 28, 202651-200166 contacts →

Partial evidence

“Berliner Cohen, LLP, is a highly-respected Northern California full-service business law firm.”

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceSan Jose, CA, United StatesHQ checked Sep 28, 202611-5039 contacts →

Strong evidence

“Lonich Patton Ehrlich Policastri, PC is a multi-faceted full service law firm that encompasses family law and estate planning.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceSan Jose, CA, United StatesHQ checked Sep 28, 202611-5021 contacts →

Strong evidence

“Ramsbacher Prokey Leonard LLP is a boutique law firm located in downtown San Jose, focusing on several complementary practice areas, including: estate planning, family wealth…”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“Whether you are just starting out or embarking on your life 2.0, Harris Private Wealth combines investment advice, risk management and financial planning to ensure you and your…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-1010 contacts →

Indirect evidence

“WRP Wealth Management has been providing exceptional financial guidance for over three decades, tailored to clients with complex planning requirements.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceSan Jose, CA, United StatesHQ checked Sep 28, 202611-509 contacts →

Partial evidence

“When it comes to your family’s financial health, three things matter: your goals, your life stage, and your risk tolerance.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceSan Jose, CA, United StatesHQ checked Sep 28, 202611-509 contacts →

Strong evidence

“The Zhou Law Group handles culturally complex, high-stakes family law disputes across California, with offices in San Jose, Los Angeles, and San Diego.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-108 contacts →

Partial evidence

“Berge & Berge is a full-service estate planning law firm located in the heart of Silicon Valley.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“Our practice emphasizes small to mid-sized domestic business, trusts and estates.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Partners in Your Financial Journey® Wealth Managers based in San Jose, California.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceSan Jose, CA, United StatesHQ checked Sep 28, 202611-506 contacts →

Partial evidence

“Ronda Edgar, the founder and leader of Edgar Law Group, LLP, in San Jose, has been practicing law in California since 2003.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“The Family Wealth Consulting Group is a family owned and operated financial planning firm that has been serving clients in Silicon Valley, California for over 35 years.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Our primary goal is to provide insightful advice so that you can make informed decisions.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Founded by Andrea Starrett on July 9, 2021, Starrett Law is a California-based estate and wealth planning firm built around a simple goal: expertly protecting and growing our…”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

“Based in San Jose, Cheri E.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“From Estate Planning, Tax Representation, Business and Real Estate Law – We have you covered.”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“San Jose Divorce Lawyer and Family Law Attorney, The Law office of Mathew J.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceSan Jose, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Tax resolution and estate, probate and trust administration and litigation law firm in San Jose, California.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Premier Tax Advisors is the #1 rated accounting firm in Silicon Valley because we teach people valuable tax planning strategies to minimize their taxes and maximize their wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“If you are looking to speak with a determined attorney about your specific estate planning and probate needs, look no further.”

Source: RevenueBase Database · checked Sep 28, 2026
22Strong evidenceSan Jose, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Bressman Family Law is known for its unique approach in negotiating complex, challenging financial and custody cases, avoiding the “scorched-earth approach,” while maintaining…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 22 of 37 family office law firms based in San Jose, United States

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Family office law firms based in San Jose, United States at a glance

As of Sep 28, 2026
61.6%Verified-email coverage
10.1Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
10
51-200
1

Email recency for this list is measured across the whole United States list rather than for San Jose, so it is reported there. Company counts and contact totals on this page are exact for San Jose, over 37 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office law firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in San Jose, United States whose own description of what they do matches “family office law firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office law firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among family office law firms, and records with no verified work email. Companies headquartered outside San Jose are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 229 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Family office law firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office law firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many family office law firms are there based in San Jose, United States?

RevenueBase identified 37 family office law firms headquartered in San Jose, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Berliner Cohen, LLP, headquartered in San Jose, tops this list with the largest team on record.

Which city in the United States has the most family office law firms?

New York leads the United States with 433 headquartered companies, followed by Houston (172) and Chicago (169). San Jose has 37.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 229 verified decision-maker contacts tracked across these 37 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.