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About Us

Leadership Training and Development


  • Implicit Bias
  • Critical Thinking 
  • Emotional and Conversational Intelligence 
  • Facilitator / Coaching

Tax Planning


  • Fund Development 
  • Income, Gift and Estate Tax Planning
  • Asset Transfer and Protection Strategies 
  • Tax Compliance

Business Planning and Design


  • Entity Formation
  • Performance Management
  • Forecasts
  • Strategic Planning and SWOT Analysis
  • HR and Management Reporting