Investment Services Companies

Personal Financial Management


We recognize that real estate is an integral and often large, component of most portfolios. We also understand that the market is dynamic, fragmented, and difficult to negotiate. That’s where we come in. Our real estate offering includes a range of asset and transaction types, including purchases and sales, reflecting the diverse needs of our clients and the rapidly evolving landscape in which we operate.

Real Estate
  • Property Valuation
  • Transaction Execution
  • Property Financing
  • Valuation, Authentication & Certification
  • Restoration & Preservation
  • Access to various Art Gallery to purchase Art items
  • Litigation Consulting
  • Drafting of documents, agreements, & affidavits
  • Notary Services
  • Tax Planning Services
  • Filing Returns