关于我们
Securitized real estate advisor that assists clients with their financial and estate planning and management with an emphasis on securitized real estate investments, provides ongoing investor services for clients that have purchased securitized real estate investments, conducts due diligence and analysis of investment products and reviews investments to determine their suitability for clients based on the client's financial objectives and personal financial situation including net worth, liquidity, age, health, tax, and estate planning considerations.
- 所属行业
- 房地产
- 规模
- 2-10 人
- 类型
- 私人持股
地点
-
主要
获取路线