about us

the return of a two hundred+ year family legacy, a registered deemed-compliant foreign financial institution (rdcffi) serves as a surety and boutique hedge fund, who employs alternative investment strategies, offering comprehensive financial products: bonding, options and tax assistance services; we provide a range of benefits to our clients. here's why choosing us can make a significant difference:
  • expertise:  our team consists of experienced professionals who possess in-depth knowledge of bonding, options and tax regulations. we stay updated with the latest industry trends and best practices, ensuring that our clients receive accurate and reliable guidance.
  • comprehensive solutions:  we offer a one-stop solution for bonding, options and tax assistance needs. whether you require surety bonds for contractual obligations or an option providing a sense of stability or expert advice on tax strategies, we have you covered. our integrated approach saves you time and effort by addressing multiple financial aspects in one place.
  • financial security:  our bonding services provide financial security and peace of mind to all parties involved in contractual agreements. as a surety, we guarantee the performance and fulfillment of obligations, mitigating risks and protecting the interests of obligees.
  • income generation:  during the option period, property owners can generate rental income from tenants while potentially benefiting from any appreciation in property value. this can provide additional cash flow and potential profit if the property's value increases.
  • optimized tax outcomes:  through our tax assistance services, we help clients maximize tax benefits and optimize their financial outcomes. our experts analyze your specific situation, identify eligible credits and deductions, and develop tailored strategies to minimize tax liabilities and enhance overall returns.
    • personalized approach:  we understand that each client is unique, and we tailor our services to meet individual needs. our team takes the time to understand your goals, challenges, and preferences, ensuring that we provide customized solutions that align with your objectives.
    • compliance and support:  navigating bonding and tax regulations can be complex. we guide you through the process, ensuring compliance with legal requirements and providing ongoing support. our commitment is to assist you at every step, offering clarity and peace of mind throughout your financial journey.
    choosing us as your financial partner means gaining access to a wide range of benefits, from expert knowledge and financial security to optimized tax outcomes and personalized support. let us help you achieve your financial goals and thrive in a competitive landscape.