About Us
Planning Futures
Since 2002, we have helped create your perfect estate planning and generational wealth succession. We now also help you implement your M&A transactions, monitor and coordinate your day to day financial needs and meet long-term planning goals. Have questions about monitoring investments, taxes, Family Office services, generational wealth and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by analyzing your goals and compare them to your current estate planning portfolio setup. Then we recommend how this can be improved and how we can help.
Why Us?
Our team is comprised of people with different kinds of legal and finance experience, but we all have this in common--a commitment to life long relationships based on ethics and integrity. We are not here to suggest investments, we are here to help you implement and monitor them in a simple straight forward manner.
Our Team
Our Expertise
Our team is formed of highly skilled individuals with backgrounds in legal, tax, accounting an fund management. Their expertise in providing sound conservative advice allow us to implement M&A transactions, serve as an effective out-sourced back office, monitor day to day operations and provide straight forward simple reporting to your Company and Family Office.
Our Partners
We have long standing relationships with legal advisors, financial institutions, financial advisors and CPA firms. Ask us how they can help also.
Pro Bono
Other things we care about
The corporate world is not all that is important. We too like to dedicate time to other humanitarian causes, no matter how small these are. Let us know if this interests you too and how we can help you reach your goals.