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Philanthropic Consultation
Creation of Private Foundations and Other Tax Exempt Charitable Entities
Implementation of Investment Strategies for Charitable Entities
Selection and Monitoring of Charitable Recipient Organizations
Define and Further Clients’ Personal Values
Investment Advisory Services
Investment Policy
Diversification
Asset Allocation
Nontraditional Investments
Tax Efficient Investment Philosophy
Client Concierge Services
Relocation Assistance
Travel Scheduling
Automobile and Personal Shopping
Credit and Cash Access
Realty Services
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Home About Us Clients Contact Events Services
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Office: 954.834.0996 •
Fax: 954.834.0126
6600 North Andrews Ave, Suite 130
Ft Lauderdale, FL 33309
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