FAUTORES FAMILY OFFICES FROM INDIVIDUALS TO GENERATIONS

Business consulting; business succession planning; tax advisory services; cost management of employee benefit accounts concerning qualified and non-qualified health plans

Financial services, namely, financial analysis and planning; financial retirement planning, professional portfolio management of securities; financial management in the nature of securing, protecting and holding trust assets and assisting in the administration of revocable trusts, irrevocable trusts, charitable trusts, life insurance trusts, special needs trusts, pet trusts, and institutional trusts; family office services in the nature of financial services being money lending for personal and business use