compilations, agreed-upon procedures, tax return preparation and planning, mergers and acquisitions and due diligence consulting. Ourwealth management, retirement, succession, estate and education planning, portfolio design and implementation, qualified retirement planning, and family office services. Investment advice

attention. Located in Cornelius, our Lake Norman office serves Cornelius, Davidson, Huntersville, Mooresville, and area. Our firm is focused on Estate Planning, including drafting Wills, Trusts, Powers of LLC creation, business purchase and sales, and succession planning. Additionally, our team provides guidance to

Biltmore Family Office is a collaborative family office registered with the SEC, offering wealth management services owners, entrepreneurs, and their families. We specialize in investment-oriented planning to ensure economic success for generations to come

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a focus on manufacturing, nonprofit organizations & foundations, family offices, employee benefit plans, energy and related industries, emerging growth, individuals to their specific needs. Their commitment to the success of their clients has earned them a reputation

one college preparation and planning support group in the nation. We provide families with a dedicated team education simple and cost-effective, while helping families save money and ensuring students thrive and aid advice, test preparation, and post-graduation success planning. Our goal is to ensure that each

provider with a mission to help individuals, families, and businesses reach their short-term andgroup disability, voluntary group disability, and retirement plans such as 401(k), 403(b), and Centric Financial Group can assist with business succession planning, key person coverage, and supplemental executive retirement

mission is to provide individuals with a family office of services. We strive to assemble a a variety of areas. We offer financial planning, insurance (property & casualty, life and disability), banking strategies, tax preparation and planning, asset management, as well as estate planning. We understand how important

Bright Eye Creations is a family-run event planning business that has been operating for four years. are committed to making each event successful. Our experience in the event planning and decorating industry allows us

Law, PLLC is a private law office in Bloomington, MN, committed to providing specializes in estate planning, probate, trust and wealth preservation, ensuring that your family and loved ones and reliable services.From comprehensive estate planning to business succession planning, Stevens Law is dedicated to helping

: At the law office of Joel W. Anders, we have been helping families facing difficult legal 30 years. Concentrating our practice on family law, estate planning and criminal defense matters. We work in the courtroom. Experienced Family Law Attorney Our office offers a variety of family law services, including: Divorce

in Salem, Virginia and is a multi-family office providing legal, financial, fiduciary and insurance servicesCertified Financial Planner (TM) who performs financial planning and investment management. An independent insurance agent-sex couples. We love helping families manage and plan their affairs and financial lives.

Accounting and Asset Protection Planning, but they each owned & operated successful businesses before becoming CPAs to the demands of balancing work & family. Charles successfully owned several businesses, including a Pharmacy, and Barbara owned a successful insurance business before becoming CPAs. They

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work for businesses, HNW clients, family offices and nonprofits. --Firms We work. --Families & Individuals We work with family offices and HNW individuals to assist with family office set-up, maintenance, assistance, special projects, tax, estate planning

Skype and Zoom meetings. Specialties Estate Planning; Revocable Living Trusts and all QPRT, Irrevocable Life Insurance Trusts-ILITS, Family Limited Partnership Trusts-FLPS, Spousal LifetimeAdministration; Trust Litigation; Business Succession Planning; Corporate Litigation, including Manufacturer Representation law.

With offices in Washington DC, New York, S. federal income tax return. International estate planning is an all-inclusive engagement that multiple jurisdictions to create a straightforward estate plan that is sophisticated enough to solve simple enough for any member of your family to understand. There are very few

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