Our unique processes
01.
Our unique proactive, systematic, collaborative processes enable entrepreneurs to enjoy peace of mind, freedom, joy, and power in their family, business, and community. a.Our unique four pilar planning process, the Brower Quadrant process where we look at assets planning encompassing not only financial asset planning, but also core assets, experience assets, and contribution assets, ensures entrepreneurs succeed in all aspect of family, business, and legacy. More at https://www.youtube.com/watch?v=5FDjc1iA1kA&t=29s b.Our unique Strategic Taxpayer process enables business and families to use the fund otherwise would be paid for taxes in creating family and business investments and legacies. More at https://www.youtube.com/watch?v=j0YdWt6RsIU&t=1047s c.Our unique Direct Fundraising process helps founders to raise up to $150,000,000 using Reg CF, Reg A, and Reg D without the cost of becoming a public company. d.Our unique Globalization 2.0 empowers entrepreneurs to position their businesses to win in the post globalization era to capitalize on the geopolitical trends taking advantage of: i.US head quarter ii.America Seed Fund/SBIR.gov iii.Global supply chain iv.NAFTA
02.
Our unique employee stock ownership empowers all workers to experience a sense of ownership and inspiration. We succeed all together.
03.
Our strong internal management and client service delivery system empowers us to deliver our services with accuracy and efficiency.
How we serve
How we serve
CFO services for business development We help founders and executives to develop their business through CFO services including strategic planning, fundraising, tax and financial planning, and operational support, including operational process and system development, bookkeeping, payroll etc.
Family Office services for family legacy planning
We help founders and executives to plan their family legacy with Family Office services encompassing tax and financial planning, and family legacy planning, with our unique Brower Quadrant planning framework, integrating core asset planning, financial asset planning, experience asset planning, and contribution asset planning, with family VC fund and investment bank, and using our unique Strategic Taxpayer tax planning system to pay tax strategically to accomplish strategic intentions.
How we serve specifically
Each founder is unique. We work with each one of you individually and design a plan that works for you. We are good at listening and understanding your situation and intentions and do our research and create a story that will follow rules and fulfill your intentions. To give you a sense of how we may help you to fulfill your vision, we will share with you the following case stories.
Testimonial
location
15550 Rockfield Blvd B200, Irvine, CA 92618
Get support via email
Phone
+1-949-397-0189