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Our founder
Anatoly Iofe, CPWA®, CEPA®
Works with business owners, senior executives, and global families facing decisions that permanently affect taxes, control, and future flexibility.
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His role is not product selection, but acting as a central point of judgment—coordinating tax, legal, investment, and family considerations before choices harden into structure.​​
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Primary focus: cross-border complexity, concentrated wealth, liquidity events, and multi-entity family balance sheets.
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