Our Virtual Family Office consists of specialists in many different areas of planning. The following list of planning areas show the variety and depth of our team.

 

Technical Planning Areas:

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• Advanced Income Tax Mitigation

• Asset Protection

• Succession Planning

• Business Exit Planning

• Charitable Planning

• Life Insurance, Annuities & Long Term Care

• Business Insurance

• 1031 Exchanges & Delaware Statutory Trusts

• Cost Segregation

• Cost Remediation

• Outsourced CFO / Bookkeeping

• Business Valuation​

• Employee Benefits

• Business Financing

• R&D Tax Credits

• Estate Planning

• Key Employee Retention

• Opportunity Zone Funds