The company's purpose is to bring potential customers together with banks, asset managers, legal and tax advisors, M&A boutiques, and other counterparties. It can offer consulting services in the areas of family governance and emergency planning to wealthy families, family offices, and other business partners. The company will not manage financial investments, provide legal or tax advice, act as a trustee, or engage in other regulated activities requiring a license. The company may establish branches and subsidiaries both domestically and internationally, invest in other companies both domestically and internationally, and conduct all business directly or indirectly related to its purpose. The company may acquire, encumber, dispose of, and manage real estate both domestically and internationally. It may also undertake financings for its own or third-party account and provide security for the liabilities of affiliated companies.
Outbound Leads by COHAGA