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Individual Consulting
We have listed a few of our consulting services below. Please contact us for additional information.
- Currently helping to design a family office to aid in the tracking and management of family resources and assets. Typically, these are clients with a starting net worth of $15 million.
- Evaluating Life & Health insurance needs
- Professional referrals:
- Estate & Trust Attorneys
- Certified Public Accountants
- Financial Planners
- Private Bankers
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