When visiting us, high net worth individuals will work with our team of qualified professionals ready to assist them with their personal & business investments. Clients will be able to open a Brokerage Account and apply for a line of credit. Some clients will use the loan for their company’s liquidity needs, most will use it to buy Real Estate for personal use or rental income. The final result is a natural diversification among asset classes with the benefit of a new stream of income with the same capital.

Here optimization is at the core of what we do, and our professionals have the ability to interact together to formulate the best strategy for the benefit of the clients. We assist them in forming new business entities across the United States and in offshore jurisdictions for the purposes of facilitating real estate and business transactions. In addition, multinational businesses and international investors, have often special tax challenges. Here we have expert knowledge of the regulations and issues related to multi-jurisdictional transactions.