Home About Us Services Vision Projects Resources

Contact Us

Client Login


        Private Trust, LLC
               "Our Philosophy is independent from the standard, one size fits all approach to wealth management in the market today." 

Liz has worked on an array of projects that have contributed to her diversity of experience. Some of those are as follows:

·         Assisted in Developing Financial Ratio Software to Assess Business Performance

·         Co-Founder and Principal in an ongoing 8000 acre Real Estate Development Project in Southern New Mexico

·        Co-Founder and Principal in a Real Estate Development Project in the Caribbean

·         Collaborative Representation and Forensic work on the Frank Anastasia Trial

·         Completed both 1031 Exchange and Reverse 1031 Exchange on Personal Investments

·         Consultant in Economic Development in both the Caribbean and United States

·         Co-Partnered in Building a Business from $0 to $15 Million in 5 Years
Private Trust LLC, Trustee,Wealth Management,Private Banking,Family Office,Wealth,Investments,Finances,Wealth Planning,Estate Planning,Retirement Planning,Succession Planning,CFO,Tax Free Exchange,Divorce Advocacy,Forensic Accounting,Real Estate Analysis,Real Estate Development,Money,Assets,Asset Planning,Asset Protection

·         Designed Personalized Employee Benefit Plans incorporating Golden Handcuffs, Real Estate and  Insurance

·         Developed Fluid Structure Changes for Growing Businesses and Assets

·         Mediated Partnership Restructure in an Adversarial Environment

·         Principal - BL Development - Real Estate Development in Las Cruces, NM

·         Principal - Keystone Ventures - Real Estate Development in Central Florida

·         Principal - Launch Velocity, LLC - New and Expanding Business Consulting

·         Represented Individuals and Families with net worth of between 5 to 200 million in monitoring and evaluating assets

·         Represented Sports Figures and other high net worth individuals in evaluating Real Estate Investments and mitigating loss properties

·         Researched, Identified, and Built a Beach Property which doubled in value from purchase to point of receiving certificate of occupancy

 

Home

About Us

Services

Vision

Projects

Resources

Contact Us

Log In

Copyright © 2008 Private Trust, LLC
   All Rights Reserved