MUNDTCONSULTING

                                PROVIDING MEASURABLE VALUE

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PLANNING TEAM

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

• Captive Insurance Companies

• 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

Business Building Thought Leadership:

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• Value Based Billing and Price Packaging

• Proactive Planning

• Business Advisory

• Digital Marketing and Virtual Offices

• Maximize Joint Venture Partnerships

• Leadership & Cultural Change

• Business Leadership & Measurement

MEET THE SPECIALISTS