Kotini & Kotini- Boutique Virtual Family Office

Kotini & Kotini is Boutique Virtual Family Office focused on empowering CEO ENTREPRENEURS | PHYSICIANS & DENTISTS | FAMILIES Goals-based proactive planning, exclusive expert access, business strategy, advanced tax planning, estate planning, liquidity strategy, trust services, philanthropy, governance, and (coming soon) lifestyle concierge . We built Kotini & Kotini to provide opportunities which were once only available to multi-billion & multi-million-dollar families What the best clients want is less emphasis on the backward looking traditional compliance services, and more emphasis on forward looking, value added services. Services like personal planning, business strategy, and advanced tax planning. That means becoming more proactive instead of reactive. Really looking ahead to help clients make smarter decisions, while protecting and growing their wealth. And doing this by integrating strategic partners and sophisticated planning tools to provide a broader scope of service. And as I mentioned, this really is what our best clients want from their trusted advisors.