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Boutique Virtual Family Office

EMPOWERING
CEO ENTREPRENEURS | PHYSICIANS & DENTISTS | FAMILIES

Make smarter decisions about your wealth

Services
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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
 
MAXIMIZING YOUR POTENTIAL:
  •  Tax Planning
  •  Risk Mitigation
  •  Wealth Management
  •  Legal Services
  •  Business Advisory
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our team based model is 'proactive planning Team' Combined with a 'virtual office experience'

Meet Our Team

We recognize that our best clients want PROACTIVE and HOLISTIC planning.
 
That is why at Kotini & Kotini we have upgraded to a 21st century team-based business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office.
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Advisory Services Team

Your dedicated home office that supports you in day-to-day matters.

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Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services

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