Corporate Advisor

We specialize in the formation and administration of national and international business structures and holding companies. Our firm maintains relationships with the largest and most reputable trust companies throughout the world. In addition, our firm can form offshore companies in almost any jurisdiction. Domestic planning includes entities in Cal... ifornia, Nevada, Delaware, Wyoming including corporations, limited partnerships, limited liability companies and trusts. For private banking and portfolio management, we have established relationships with many of the largest international banks. We assist with the portfolio management services that provide bank secrecy and confidentiality for your investments. For accounting and tax planning, we offer accounting services, preparation of financial statements, reviews and audits, and general business consulting. Tax planning services are available for individuals, corporations, partnerships, estates, trusts, and non-profit entities. We also offer complete tax collection, tax audit, tax court representation, and for matters before the Internal Revenue Service and California tax agencies. In addition we deliver integrated advice in all matters including estate planning, bankruptcy, real estate, trademarks, contracts. Our financial planning services include tax planning for investments, evaluation and selection of various investments, and portfolio management through affiliated companies. We are available throughout the year to provide you with tax, accounting and financial guidance. Please call (949) 262-1100 to schedule a convenient appointment.Read More