Wealth Management & Risk Mitigation
At Core Life Investments & Annuities, we take great pride in helping you enjoy financial security. Core Multi-Family Office is an independent organization that supports multiple families to manage their entire wealth. We provide a variety of services, including tax and estate planning, risk management, objective financial counsel, trusteeship, lifestyle management, coordination of professionals, investment advice, and philanthropic foundation management.
We bring financial instruments and most effective techniques to engage with our families. When you establish a relationship with our team, you are gaining premium financial services backed by our team's vast and diverse experience. You will gain a team that cares deeply about securing your Assets and Interests by optimizing your wealth to its highest potential.
Protecting your personal assets has never been more important.
We are here to help your business succeed.
- Virtual CFO Services
- CFO Experience for CPAs
- Audits - Reviews - Compilations
- Cash Flow Management
- Bank Financing
- Business Valuation
- Business Advisory Services
- Business Startups
- Financial Planning for Businesses
- Succession Planning
- New Business Formation
- Non-Profit Organizations
- Networking Services
- Litigation Support