Our Proactive Planning Services Encompass Tax, Finanical, Risk, Legal, and Business Planning

 

Goals-based proactive planning,  exclusive expert access, business strategy, advanced tax planning, estate planning, liquidity strategy, trust services, philanthropy, governance, and (coming soon) lifestyle concierge. 

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We built Kotini & Kotini to provide opportunities which were once only available to multi-billion & multi-million-dollar families