Taxes

• Tax Planning
• Estate Taxes
• Income Tax
  Cost Efficiency: One of the driving forces behind this migration is the cost advantage that Southern cities offer. Compared to the high costs of operating in New York, states like Florida provide the most cost-efficient environment for businesses. This includes lower office space rents, competitive salaries, and a lower cost of living for employees.  Additionally, Florida provides attractive tax incentives for businesses, like no corporate or personal income tax, making them even more appealing destinations for asset management firms looking to maximize their profits, attract great talent and minimize tax burdens.

Investment

• Investment Management

Accounting

• Accounting Services

Planning

• Financial Planning
• Retirement Planning
• Asset Management
  The world of finance is undergoing a seismic shift, as the landscape of asset management is experiencing a significant relocation from its traditional epicenter on Wall Street to the Southern United States. A recent article in Bloomberg, titled “The Great Migration of Asset Management: Wall Street Moves South,” delves into this fascinating trend that has caught the attention of industry insiders and experts alike.