Our Services

Our offerings include solutions for High Net Worth Individuals (HNWIs), Media Personalities, Production Studios, Hedge Funds, Private Equity & Credit Funds, Law Firms, Property Managers, Real Estate Brokerages, Medical Practitioners, Consultants, and other professional service companies.

Business Management & Family Office (BMFO)

Utilizing an integrated approach, our Family Office services are tailored to manage the intricate financial interests of high-net-worth individuals and their familial estates.

Fractional CFO Services

Our CFO Services intersect accounting insights and meticulous financial record-keeping and reporting capabilities. Leveraging artificial intelligence, we provide comprehensive solutions for accounts payable, accounts receivable, bookkeeping and financial statement preparation.

Business Advisory

From strategic planning to expert implementation, we provide tailored management solutions that drive growth, improve performance, and manage risk. Partner with us for actionable advice that positions your organization ahead of the curve.

Tax Services

We connect with you experienced professionals providing rigorous tax planning, compliance, and filing solutions for both individual and corporate clients. Expertise in federal, state, and local tax regulations ensures optimized tax positions and risk mitigation.

Wealth & Asset Management

We provide expert guidance to navigate investment opportunities, optimizing financial growth and capital preservation. We are uniquely positioned to compile and analyze market insights to aid you in reaching your investment objectives.

Human Resources Consulting

Offering a full suite of HR solutions, we assist in policy formulation, benefits administration, recruiting/staffing and regulatory compliance. Our services are designed to align your human capital with organizational objectives.