Strategic Lifelines
We work with accountants, attorneys and other tax professionals to aid their high-net worth clients by coaching, mentoring and educating them to- Reduce their clients income taxes - Eliminate, reduce or defer capital gains tax - Establish unique strategies to cover tax exposure and leverage multi-generational wealth
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Brian Lynch
Financial Services Consultant · Finance & Accounting
EmailPhone - FL
Francis Lynch
Managing Partner · General Business & Management
EmailPhone
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- 2financial services consultant
- 1managing partner
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