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Personalized sophisticated services made simple.

Our Proactive Planning Services Encompass Tax, Finanical, Risk, Legal, and Business Planning

 

Goals-based proactive planning,  exclusive expert access, business strategy, advanced tax planning, estate planning, liquidity strategy, trust services, philanthropy, governance, and (coming soon) lifestyle concierge. 

We built Kotini & Kotini to provide opportunities which were once only available to multi-billion & multi-million-dollar families

  • “Retirement Strategies Designed for Your Needs

    30 min

    Free
  • Knowledge is power

    30 min

    Free
  • Because our kids deserve a future!

    30 min

    Free
  • Demystifying Annuities

    1 hr

    Free
  • Together we’ll find your solution

    1 hr

    Free
  • Because your instinct tells you

    1 hr

    Free
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