Consulting & Advisory
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Our clients come to us because they're looking for answers to their problems. We provide concierge consulting services to help them find the solutions they are looking for. Whether its planning for your children's college expenses, finding a reputable attorney to draft your prenuptial agreement or finding an investment adviser to help you plan for your retirement, we facilitate and actively get involved with all facets of life planning. In addition, we also help our clients with their mediation, conflict resolution, and negotiation needs by helping them from an accounting and tax perspective. We do not know everything but by working together with our network of attorneys, bankers and other professionals, we help our clients get the answers they need so they can focus on their family, business and life.
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Wealth CreationWe aren't only tax accountants; we are business accountants.
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Estate & Trust PlanningWe want our clients to leave a legacy.
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Taxation & Tax PlanningTax decisions need to make economic and business sense.
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Virtual CFO & AccountingProper accounting lets you plan, evaluate and grow.
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Technology & SystemsBuilding systems and procedures increases efficiency, productivity and your net worth.
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