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

Company

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Office: 954.834.0996 • Fax: 954.834.0126
6600 North Andrews Ave, Suite 130
Ft Lauderdale, FL 33309