Strategic financial advisory firm whose clients include businesses and high net worth individuals and families.
Wealth Management and Family Office Services
- Helping to define a strategic plan and objectively implement it, and measuring results as they relate to goals. Providing the financial expertise, objectivity and administrative skills to relieve clients of some of the myriad tasks associated with managing wealth.
Strategic CFO Consulting
- Hands-on involvement with clients to assist them in evaluating key business alternatives, supported by value-added financial modeling and capital budgeting analyses.
Financial Reporting and Accounting
- A full range of accounting services including financial reporting, accounting software solutions, adoption of new accounting principles,preparation for year-end audit and other specialty or project-oriented services.
- Access to hosting services in our state-of-the-art data center. We utilize the latest cloud computing and associated technologies and maintain a high availability network. In addition, we maintain stringent security protocols and ensure data integrity.
New York, NY