Representative Clients
The Firm maintains a
strict confidentiality policy regarding its clients. The Firm provides
services to wealthy families throughout the United States, Mexico,
Europe and Japan. The services to these individuals include financial,
tax and estate planning as well as business and investment strategy.
These individuals and others invest in private companies, real estate,
and other ventures for whom the Firm renders services. These services
include financial reporting, tax services, consulting relating to
accounting systems, business strategies and economic analysis, modeling
and forecasting. These clients operate in the following industries:
- Real Estate Development & Management
- Textile Manufacturing
- Construction - Residential, Commercial & Roads
- Wholesaling
- Medical Manufacturing
- Real Estate Investment
- Machinery Manufacturing
- Farming
- Travel
- Retail
- Real Estate Sales
- Mining
- Oil & Gas
- Medical Services
- Insurance
As a result of providing services in these
diverse industries, the Firm has developed a sophisticated system of
continuing education for all of its employees. This educational process
enables the Firm to maintain a "cutting edge" approach in all of its
areas of service. |
