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Optivest partners with some of the best professional advisors in the country. Depending on your location, size and level of complexity, we can recommend specific advisors in the following fields:
- Estate Planning
- Business Sale Tax Strategies
- Merger and Acquisitions
- Insurance
- Tax and Accounting
- Private Banking
- Commercial Real Estate Brokerage
- Commercial Real Estate Financing
- Home Mortgages
- Foundations and Charitable Giving
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- Private Residence Clubs
- Private Aircraft Chartering
- Budgeting and Bill Paying Services
- Succession Planning