Fiduciary and Investment Advisory Service for Fiduciary Clients

Elevate your Fiduciary Experience with a specialized services for Attorneys and Trustees:

1. Fiduciary Services:

   1. Trusted advisors to licensed attorneys.

   2. Specialize in comprehensive support, including Wall Street Employment Litigation, Expert Witness services, and SOX Section 806 Litigation assistance.

   3. Exclusive services provided only to licensed attorneys.

   4. No direct service or referral extended to others.

2. Investment Advisory for Fiduciary Clients:

   1. Portfolio review services for trust attorneys.

   2. Focus on ensuring investment guideline compliance.

   3. Beta testing hybrid investment strategies privately.

   4. Preparation for a yield-based ETF investment newsletter launch in mid-2016.

   5. No investment products or advisory services available to individuals other than licensed trust attorneys.

   6. Any future offerings adhere strictly to federal and state regulations and approvals.

3. Trust and Estate Tax Return Service:

   1. Explore our trust and estate tax return services.

   2. Designed to simplify your financial matters.

   3. Contact us for personalized consultation.

4. Not for Profit and Section 501(c)(3) Approval:

   1. Pride in successfully obtaining IRS Section 501(c)(3) approval for clients.

   2. Interested parties welcome to schedule appointments for in-depth consultations with our experts.

Tel: (718)-271-5168

Fax: (646)-807-2581

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