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.
Company Details
- Employees
- 5
- Founded
- -
- Address
- Parkland Pl, Glen Allen,virginia 23059,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.kotiniandkotini.com
- Keywords
- Proactive Planning, Retirement Planning, Tax Strategies, Business Strategy, Virtual Family Office.
- HQ
- Glen Allen, Virginia
Kotini & Kotini- Boutique Virtual Family Office Questions
Kotini & Kotini- Boutique Virtual Family Office's website is http://www.kotiniandkotini.com
Kotini & Kotini- Boutique Virtual Family Office's LinkedIn profile is https://www.linkedin.com/company/kotini-kotini
Kotini & Kotini- Boutique Virtual Family Office has
5 employees.
View email and phone details for 5
employees at Kotini & Kotini- Boutique Virtual Family Office.
Kotini & Kotini- Boutique Virtual Family Office's industry is
Financial Services
Kotini & Kotini- Boutique Virtual Family Office's top competitors are
Nn Tech,
Success Factor,
Duke Mem Supply Chain Management Club,
Service Metal Fabricators,
Mapbrain,
World Financial Group (Wfg),
Bagicha,
Elixr,
Ambhal Pharmacy,
Instaryze Digital Marketing.
Kotini & Kotini- Boutique Virtual Family Office's categories are Financial Services
Kotini & Kotini- Boutique Virtual Family Office's founding year is 2011
