First – The Team
Former senior executive at Central Bank of Peru (Peruvian FED)
One C.P.A..
Two C.F.A.s
Two former CEOs of nationally recognized companies
Board members of CTRC, United Way of S.A., Special Olympics Texas, San Antonio Museum of Art and many other organizations.
Second – The Service
This team has experience and relationships that allow it to solve almost any financial challenge you may bring.
We have accompanied U.S. clients to discussions with their C.P.A.s and discovered that their portfolios did not fit their true tax situation.
We have taken international clients to specialized attorneys and C.P.A.s who have helped them craft estate plans that comply with their nation’s laws and which minimize their taxes.
We have frequently brought clients together with professionals such as real estate and business brokers, attorneys and C.P.A.s who, along with our investment experts, have created unique plans and portfolios.
We regularly reach out to trusted professionals from many disciplines to solve our clients’ problems.