Our Virtual Family Office Experience uses a Team Based Model to:
- Understand & Prioritize Needs
- Address Your Biggest Problems
- Achieve Your Most Important Goals
Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.
CEO / Advanced Planning Strategist
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
Charitable Gift Financing / Advanced Pension Plans
Business Financing Specialist
Technology and Cyber Security Specialist
Employee Benefits Specialist
Life Insurance Solutions
Tax Resolution Specialist
Workers’ Compensation Premium Recovery and Workers’ Compensation Consulting Services
Tax Mitigation Specialist using Solar Investment Strategies
Employee Benefits,Personal and Commercial Insurance
Advanced Qualified Plans
Research and Development Tax Credits
Estate Planning ($0 to $5m)
Tax Mitigation - Leveraged Deductions
Leveraged Deductions
Advanced Tax and Estate Planning
Business Growth Consultant
Premium Financing (Min $2.5 Million Net Worth)
Captive Insurance Companies
Business Exit Planning
Advanced Tax and Estate Planning
Software Services (Tax Review System)
Leadership, Cultural and Business Growth Expert
Cost remediation specialist for businesses and business owner’s personal expenses.
Tax Mitigation Specialist using Solar Investment Strategies
Cost Segregation
Charitable and Legacy Planning Specialist
Advisor Growth Coach
Cost Remediation - Property Tax Reduction and Economic Incentives
Trust and Estate Settlement
Customized Business Owner Benefit Plans and Employee Retention Plans
ESOP Expert
Outsourced Bookkeeping, CFO and Tax Professionals
Individual and Business Tax Mitigation Specialist
Premium Financing - Premium Funding (Min $10 Million Net Worth)
Outsourced Payroll and HR
Tax Incentives for Export Businesses
Estate Planning Specialist (Estates $0 to $5m)
Business Valuation (BizEquity)
Disability Insurance Specialist - Provider of DI Planning Software
Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies
EAT/Secura Disability Insurance Specialist
1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds
Merchant Processing Specialist - Credit Cards and ACH
Client Business Advisory
Advanced Tax and Estate Planning
Section 105 Voluntary Group Benefits Plans
National Cost Reduction Consultant, specializing in Employee Group Healthcare
Private Reinsurance Specialist
Outsourced CFO Specialist
Tax Mitigation, Oil & Gas
Tax Mitigation, Oil & Gas Developmental Drilling Programs
Fractional CFO/bookkeeping using Automation/AI
Business Exit Planning & Certified Business Valuation
Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn
Employee Retention Credits & Research and Development Tax Credits
Sales Tactics Coach
Certified College Funding Specialist
Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)