Our CTFA consultants have streamlined complex real estate holdings/ trusts for private clients. Through: creating working partnerships through financial business networks; leveraging business relationships at every level; providing strategic oversight for investments, insurance, and administrative matters for family stakeholders.
Finance
Senior counsel and strategic oversight for investments, insurance, and administrative matters for all family stakeholders.
Trust, Estate Management & Tax Planning
We streamline complex trusts and create working partnerships through our financial business network. Our consultants recommend and engage with the best in class: accountants, attorneys, banking, and investment professionals to orchestrate appropriate tax planning requirements and meet the client’s objectives.