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.
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.
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 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.
We have long standing relationships with legal advisors, financial institutions, financial advisors and CPA firms. Ask us how they can help also.
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.
Please contact us if you cannot find an answer to your question.
We want our clients to have the tools necessary to better monitor their portfolios without having to have large office setups. We will track your different investments and help you improve their administrative performance.
It should start with your goals and objectives, and from there we will build a team of professionals that can provide accounting, admin, IT or financial support to help you monitor your investments.
You will. We are not financial or legal advisers and we will not suggest any investments. We have the background and expertise to see what are the investments you have selected or are looking to invest in are and help you implement them and monitor them so you can understand them with full transparency.
Our clients are in a variety of industries from Real Estate, financing, Green Energy, Transportation and Private Equity Funds. We can help.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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