Serving Affluent Families Since 2008
Serving Affluent Families Since 2008
When Experience Meets A.I. Analytics: Smarter Decisions Await
Your pre- Emergency Data Recovery File System. E.D.R. is a fully encrypted, easy to access, comprehensive digital file that assembles all of your personal data. It includes, IDs, banking, credit card, electronic device access, investments, insurance, medical history, real & personal property. Your E.D.R. File also provides your spouse or trusted person detailed instructions for extended medical care or final internment plans. Clients receive (2) Kingston Iron Key 200 + (1) Power Bank.
Assembles & Secures All Critical Personal Data into One Portable Encrypted Digital File. A must for those who have not taken a recent inventory of assets, legal files, tax statements, ownership documents, artwork & collectables, health history & insurances coverages, as well as private password access to electronic devices and email. We do all the work!
Secures Critical Business Entity Data in One Portable Encrypted Digital File. A must for small businesses that do not have a SecOps (Security Operations) Plan in place. Our proprietary software provides the format, allow us to assemble & confirm your most important data. We do all the work!
Discover the Critical Pitfalls in Your Typical "Wealth Management" Portfolio
Provides a Complete Diagnostic Analysis of your entire financial assets' portfolio based on liquidity needs, asset mix, risk/return probabilities, matched by the Relative Strength Position and Projected Performance of each asset. Strategies include the introduction of hedging, options, commodities, physical assets, all to enhance security, income & growth. For Investors with invested assets of $1M-to-$50M.
Provides a Portfolio Re-Design that meets your specific preference for Risk, Liquidity, Beta-Hedging, Income & Growth for your Portfolio of Assets. Your Plan is actively reviewed monthly to avail for new opportunities or changes in applicability. Invest smarter based on your objectives.
Retirement, Business Buyouts, Divorce Require Experience Financial Structure Advice
Provides Financial Asset Structure for Newfound Wealth. It includes designing Organization Structure for a comfortable living as well as philanthropic or venture Investing.
Our Pre/Post Divorce Financial Asset Design Program assures proper security & structure of awarded assets. We take the financial uncertainty & anxiety out of starting a new life.
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