We build heritage

ABOUT US

We provide personalized financial advice to help you achieve your goals, offering a range of exclusive products such as real estate developments, Bank of New York account openings, life and savings insurance, retirement funds, and more.

Our Services

REAL ESTATE

Invest in exclusive real estate projects at pre-launch stages, with returns ranging from 9% to 12% through management trusts. Estimated investment terms are 18 to 24 months.

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INSURANCE

We assess your financial situation and offer comprehensive coverage for any eventuality, backed by BSE and BMI. Our retirement insurance guarantees returns without risking your capital.

ASSET ASSISTANCE

We handle account openings at BNY and provide guidance on building your portfolio tailored to your needs, through Pershing, the Bank of New York’s brokerage.

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Accounting Outsourcing

We provide accounting, tax, and financial services for individuals and businesses. Our offerings include preparing financial statements and offering strategic tax advice.

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