Having a team of true advisors in place to mitigate risk, preserve assets, and provide strategic M&A advisory is crucial to the longevity of you or your client’s portfolio and legacy. Investment advisors, bankers, and attorneys add much-needed value to families and private clients. But do you have that one person you can call 24/7 to mitigate risk, investigate related parties, or provide insight into the legitimacy of a potential transaction before wasting any precious time? The team at Intellex has been advising families, family offices, and private clients on these types of matters for over 30 years.
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