VIRTUAL MULTI FAMILY OFFICE

Accounting services; Business appraisal consultation; Business consultation; Business management consulting; Business succession planning; Tax consultation; Tax and taxation planning, advice, information and consultancy services

Estate planning; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial advisory and consultancy services; Financial planning consultation; Investment consultancy; Investment management; Trustee services; Financial portfolio management; Financial planning for retirement; Financial services, namely, wealth management services