We provide proprietary strategies that combine different financial products and services, such as, leveraged arbitrage, charitable strategies, cost segregation, asset financing.
Many times, by employing and combining some or all of these techniques, we are able to maximize the efficiency of the clients’ assets by having them do double duty by having one asset accomplish more than one goal.
Mr. Lavorgna is a member of the Society of Trust and Estate Planners, an international organization that advises multi-generational families.
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