Private Clients & Family Offices

LEAVE NO STONE UNTURNED

Strategic advisors

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.

Depositphotos 90181210 xl 2015
Eric Stephens profile photo sq
Managing Director
Eric Stephens is the managing director and co-founder of Intellex Forensics. He provides an impressive background surrounding various aspects of accounting operations and forensic accounting spanning over a 30+ year career.

Service Offerings

Business Valuation

Forensic Accounting

Strategic Business Advisory

Background Investigations

Due Diligence

M&A Advisory

Risk Mitigation

uabb-device-window

Trusted Professionals

More Time

Our professionals will be your ongoing strategic advisors, giving you the ability to spend more time on what matters most.

Preserve Value

Our team will help manage accounting processes, evaluate procedures, and implement strategies to preserve business or personal value.

Peace of mind

We will provide advisory and insight into your business dealings and your financial wherewithal in order to leave no stone unturned.  

Strategic offices and data centers located in the:

United States

Frankfurt Germany

Zurich Switzerland

Kingdom of Bahrain

uabb-device-desktop
  • CORY profile photo sq

    CORY SVIHLA

    DIRECTOR & CO-FOUNDER

  • Eric Stephens profile photo sq

    ERIC STEPHENS

    MANAGING DIRECTOR & CO-FOUNDER

  • Daniel Pruett profile photo sq

    DANIEL PRUETT

    MANAGER

connect with us