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Corporate Law or Trusts & Estates Paralegal

Company: Atlantic Wealth Partners
Location: Jupiter
Posted on: October 31, 2019

Job Description:

ABOUT THE COMPANY We are a boutique wealth management firm with offices in Jupiter, FL and West Palm Beach, FL with over $150 million in assets under management or advisory. We take a modern approach towards comprehensive wealth and financial life management with a focus on income and estate tax minimization. We work with business owners, entrepreneurs, real estate investors and developers on non-traditional, creative, income and estate tax minimization and investment risk management strategies acting as a "Personal CFO" - orchestrating their myriad financial affairs.

Keywords: Atlantic Wealth Partners, Jupiter , Corporate Law or Trusts & Estates Paralegal, Legal , Jupiter, Florida

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