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Our team has worked with clients with exits from $500,000 to $275,000,000

Our customized approach takes into account a client's individual circumstances to create the strategy, or set of strategies best suited for them.

To do this, we take into consideration such factors as current market conditions, immediate and long term liquidity and control, investment alternatives, future retirement, income, exit or legacy goals, as well as the ongoing costs, restrictions and 'hassle' factor of any potential alternative.  

Our Approach



Call Us to discuss your situation. 

Tel:  (408) 657-3760

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