Cohen Consultancy
Integrated Wealth Management Solutions
Boutique tax and estate planning services.
Includes tax-advantaged customized estate planning structures, business entity selection and structuring, full-service asset valuation discounting, and business asset protection with focus on minimizing risk for high net-worth individuals and businesses.
Full-service transactional real estate practice.
Includes acquisitions, lease agreements, overseeing the due diligence process, complex syndications, financing, regulatory compliance, value-added entitlements during development, and structuring investments for optimal risk-adjusted returns.
Strategic domestic and international tax planning for family offices and businesses.
Includes complex tax-deferred trust devices, estate planning structures, insurance placements, charitable partnerships, and derivatives-based tax structuring for accelerated growth.