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SERVICES

Skyscrapers

Private Equity &
Venture Capital

We provide scarce PE/VC opportunities through our top-notch resources and networks

Fixed Income

Stable income streams through private placement offerings

Wooden Frame Window

Accountant

Tax Advantaged Programs

Tax dollar saving for the current year through private placement offering.

DSTs & 1031 Exchanges

Provides tax advantages, portfolio diversification, and long-term growth opportunities.

Modern House

Estate Planning

We provide custom estate planning to help preserve your wealth through a combined strategy of life insurance, trust, annuity, PPLI and PPVA.

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