President
The years ahead offer many challenges with financial obstacles, insurance underwriting and government taxation. Our clients need us more than ever and we can provide them with honest advice, given with integrity and with a proven track record they can rely on.
Who We Serve
Our target audience are sole proprietors with large incomes and net worth exceeding $5,000,000 or more and interested in tax mitigation.
Our back office has more than 80 professionals ready to go to work for you. There is no cost or obligation unless you contract us to move forward with your personalized strategy.
Our Team
Testimonials
Peter Habib
