The Premier Commercial Real Estate Loan School since 2007

• Managed commercial real estate lending for 25 years with largest team at 17,000 mortgage brokers and billions funded.• Oversaw operations to ensure successful funding of thousands of loans.• Developed strategic partnerships to drive business growth and expansion.

Full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, including fractional CFO. Services include, but are not limited to:Online BookkeepingRemote Accounting Review of Financial Statement Chart of Accounts Business Transaction Process FlowReview of Management Prepared Financial StatementsManagement Analysis of Financial Statements CompilationsFinancial Planning Tax Preparation and Advising Audit Assistance Budget Preparation Job Costing QuickBooks Set-Up

The LDJ Capital Multi-Family Office is the culmination of our executives’ career-long journey to serve UHNW families and individuals in a different way – by providing advice that is not colored by any agenda other than your needs and best interests. We believe that wealthy families have a right to trust their advisors – to know they are being empowered and are not subject to an advisor’s agenda to sell a particular product or earn a commission on a particular transaction. Collectively, our executive management team has more than 20 years of experience serving families. From those decades of experience, we have observed that for you to receive a truly independent, unconflicted advisory experience, your wealth advisory firm must be independent from – i.e. not affiliated with – any financial services firm. We believe that to be a wealth advisor is not solely a profession – it is a mission and a calling, and that the role of a financial advisor is to advise – not to sell. Our clients know that the advice they receive from us is free of any sales agenda, is completely independent, and is given with their best interests in mind. They are always engaged in the decision-making process and constantly learning. They benefit from an elite network of like-minded families and professionals with whom to collaborate and share experiences. They are engaged in managing their wealth in the way that benefits them the most. We are now present in key cities and major frontiers of the world: USA, Asia, Europe, Middle East, and soon Australia and Africa. Top industries where we focus our expertise now include: Technology, Media, Energy, Real Estate, Hotel and Hospitality Management. Our portfolio values both balance and flexibility and includes a global mix of large-, mid-, and small-cap equities, hedge funds, venture capital and alternative investments. We develop long-term business investment solutions based on a personalized plan and aligned with client’s core values and strengths.