Our Services
Global Investments, including retirement and non-retirement accounts, RSUs, ESOPs
We assist in managing global investments, whether in retirement or non-retirement accounts, ensuring diversification across multiple geographies and asset classes. Our services include strategic planning for RSUs (Restricted Stock Units) and ESOPs (Employee Stock Ownership Plans), helping clients optimize their investments in these vehicles for tax efficiency and long-term growth. Whether you’re investing abroad or managing overseas assets, we guide you through complex regulations, tax implications, and provide strategies to maximize returns while ensuring compliance with global financial standards.
Donations & Charitable Giving
Helping those less fortunate is a noble act that not only supports communities but also fosters a culture of generosity. Donations and charitable giving empower communities, teach future generations the value of kindness, and contribute to sustainability. We assist our clients in making thoughtful and impactful charitable contributions, ensuring that their giving is effective, meaningful, and aligns with their values, leading to a more fulfilled and purpose-driven life.
Mentoring Education & Awareness
We educate, increase awareness and provide mentorship to Client Families including clients, spouses, parents, siblings, advisors, future generations (children, grandchildren) and other family members about accounting, money, finance, risk, return, cash flow, investments, etc. We explain their importance for living a fulfilling life and for preserving and sustaining wealth for multiple generations for the benefit of the entire family.
Financial Decisions
With our knowledge, experience and continuous research as well as properly documented goals, investment plan and processes, we are able to comprehend a 360 degree view of any situation or investment option and analyze the effect of various options on our client’s life, wealth, family, taxation, or compliance. The information is explained to the clients in a timely manner resulting in better and informed financial decisions.
Liquidity Management
Availability of funds when needed to pay for the expenses or when liabilities become due is most critical. We plan cash flow and manage investments and liquidity so that funds are available to meet any emergencies, there are no idle funds, enough balances are available at any point in time and no need to sell any long term asset for short term requirement.
Nomination & Joint Ownership
The rules relating to ownership and nominees could be different for different assets. Generally, a nominee has a right to receive but not have a right to own an asset. The nominee keeps the asset in the custody to be given to the rightful owner as per will or rightful legal heir as per various laws. We guide how the assets and investments are to be held and help you decide who should be the nominees to avoid any conflicts and smooth and efficient transfer of wealth to the next generation.
