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Multi-Family
Services
These services focus on individuals who are producing significant wealth: business owners, corporate executives, entertainers and professional athletes – those who require sophisticated advice and close personal relations.
Our “Multi-Family” practice features professionals offering a wide variety of services tailored to the needs of each specific client: international tax planning, strategic asset protection, retirement plans, estate planning and administration, private foundation administration, bill payment service, business succession planning, capital management, and private banking services. We have a goal- driven philosophy, emphasizing independent advice. Compensation arrangements can be on an hourly or fixed-fee basis.
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