Strategic Partners

Boston Private

About Boston Private

Our mission is to understand what our clients’ wealth is really for and to support them in achieving their greatest aspirations. We provide advice through a customized experience with wealth planning expertise that fully integrates every part of your life.

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About Preferred Bank

Preferred Bank truly believes they are The Preferred Way to Bank. Since 1991, Preferred Bank has served the financial needs of its valued customers and communities. Preferred Bank offers personalized banking options to both consumers and businesses. Our team of banking professionals offer a line of banking products and services in addition to commercial, international and real estate lending solutions.

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About Customers Bank

Customers Bank is a super-community bank with $10.1 billion in assets as of March 31, 2019, offering commercial and consumer banking services along the I-95 corridor from Washington, DC to Boston; and in Chicago. Commercial products include cash management; commercial and industrial loans; small business loans; SBA government-guaranteed loans; commercial and multi-family real estate loans; and financing for leasing businesses and residential developers.

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About NES Financial

NES Financial is a Silicon Valley financial technology (FinTech) company providing technology-enabled solutions and services for the efficient back and middle office administration of complex financial transactions. Serving private equity, commercial real estate, and Fortune 1000 clientele, we offer industry-leading fund administration, loan servicing, specialized EB-5 administration, and 1031 tax deferred exchange services.

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About Pekarek Architects Inc.

Pekarek Architects, Inc. is a full-service firm with the diversity to tackle any type of project. Whether an entire planned community, marketing package, or design & construction documents, we have the staff and expertise as well as the inexhaustible energy necessary to oversee any project from conception through completion.

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About Redwitz, Inc.

Redwitz, Inc. is an Accounting and Consulting Corporation, founded in 1975 in Orange County, California. The company currently services clients world-wide and has offices throughout the state of California. Its services include financial planning, advisory services, tax services, financial statement services and fraud detection. Redwitz, Inc. is built upon a skilled team of professionals, including a group of experienced Certified Public Accountants (CPAs), a Certified Fraud Examiner (CFE) and a Certified Financial Planner (CFP®).

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About Rutan & Tucker, LLP

Rutan & Tucker’s lawyers are widely known as the best and most effective attorneys in California. Rutan recruits top lawyers from the finest law schools around the country. As a result, Rutan is staffed with attorneys of the highest caliber who provide the most sophisticated legal services available today. Rutan’s commitment to excellence and value set them apart from other top firms, and enable them to meet the challenge of obtaining the desired results for their clients at the best possible cost.

The firm’s practice extends throughout the United States and includes both the representation of foreign companies doing business in the United States and domestic companies engaged in activities abroad.  Our practice extends nationwide, while maintaining our connection to the fabric of California.

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