FAQs
Below are some of frequent questions:
Throughout the year, you might have made a variety of transactions as a business or have experienced unusual events in your personal life. We can assess those transactions and offer our advice.
All supporting documentation is shared via our flexible and secure software systems.
All documentation validation is through e-signature. Our mission is to serve you without any physical constraints.
We can make a full assessment of your personal and /or business current situation. Based on assessed variables, we can discover what is best for you.
No. We do not make investment decision for our clients nor we manage their portfolio.
Our services fee is based on the complexity and the size of your project. Please contact us to discuss your needs.