Kotini & Kotini- Boutique Virtual Family Office Company Profile, Contacts & Intelligence

Financial ServicesGlen Allen, Virginia, United States5 employeesFounded 2011
1 contact with email or phone data1 with email data1 with phone data
View verified contacts Compare competitors
Employees
5
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 4 visible contacts

Kotini & Kotini- Boutique Virtual Family Office Overview

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.

Headquarters
Glen Allen, Virginia, United States
Website
www.kotiniandkotini.com
Industry
Financial Services
Founded
2011
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Proactive Planning Retirement Planning Tax Strategies Business Strategy Virtual Family Office

Kotini & Kotini- Boutique Virtual Family Office Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data and 1 with phone data in the visible sample.

Kotini & Kotini- Boutique Virtual Family Office People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

A
Aleigha Chandler
Client Success Manager
A
Audrey Smith
Young Professional
P
Paavan K.
Bestselling Author I Empowering Cpa's
EP
C
Ciahni Fernandez
Driving Growth Through Connection

Kotini & Kotini- Boutique Virtual Family Office Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
3
Manager
1

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