Coyote Wealth
Fractional CFO

The Presidio Group LLC

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.

SF Investment Bank & Family Office Advisory

San Francisco, CA

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About The Presidio Group LLC

Presidio Group — SF Investment Bank & Family Office Advisory. their team specializes in Investment Banking, Wealth Advisory, M&A Advisory, Direct Investing. They serve Tech M&A, Business Exits, Post-Liquidity Planning clients, with clients in California, Nationwide.

Services & Specialties

Services

Investment Banking
Wealth Advisory
M&A Advisory
Direct Investing

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Industries

Technology
Professional Services
Healthcare

States Served

California
Nationwide

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