Finance solutions

Boutique virtual family office

A virtual family office

We ensure every strategy is transparent

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Strategies Once Out of Reach

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Make Smarter Decisions About
Your Wealth
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Financial Reports

Proactive Guidance for Every Stage of Life

At Kotini & Kotini, in addition to our range of proactive planning services, we provide you with a Virtual Family Office of experts, which combine the following five disciplines to provide you with truly PROACTIVE and HOLISTIC planning to ensure that you will be

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20+
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Years

50

States

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$54K
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Average Tax Saving

Money
$6+
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Million Tax Saved In 2024

5 stars

Google Reviews

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ROI

Priceless

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Finance made accessible

Elite Strategies, Made Accessible

We bring intellectual capital once reserved for billionaires to ambitious families and professionals.

More Than Advice

Quality Over Quantity

1
Comprehensive Planning

Integrated solutions across retirement, tax, wealth, and risk.

2
Client-First Philosophy

Transparent, proactive guidance that puts your goals ahead of products.

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Our services

Bespoke Strategies for Generational Wealth

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Why us?

Your Success, Our Expertise

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Integration

A seamless approach that combines multiple disciplines into one cohesive plan.

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Long-term Relationship

Delivering the same caliber of service the ultra-wealthy rely on, tailored to you.

Expertise
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Finance Background
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01
Protecting Wealth
03
Resilience
04
Building Legacies
Recent Blog

Our Recent Blogs

Financial Management
6 Ways to Manage Personal Finance and why?
Financial Advice
Why Investing Benefits You More