Seasoned litigators and discerning clients are aware that the presence of an expert consultant can significantly influence the direction of a legal case.
Broker Dealer
Banking & Lending
Professional Fiduciary
Estate Administration
Wealth Management
Registered Investment Adviser
Trust Portfolios & Reg BI
Fiduciary, Trust & Estate Litigation
Dual RIA & Broker Dealer
Marital Dissolution, Asset Analysis
Spousal Fiduciary Duty
Fraud Negligence
Wrongful Termination
Fiduciary & Reg BI
Complex Structures
Hybrid Securities
Offshore & International
Trustee & Beneficiary Disputes
Entity Demystification
An expert witness, who brings a wealth of experience, reliability, eloquence, and convincing power, can play a pivotal role in determining the outcome of case.
Regulatory
Fraud Investigation
Forensic Analysis
Mitigation Strategies
Internal Controls
Marital Dissolution
Business & Partnership
Agents, Trusts, Beneficiaries Interpersonal & Group
Employment
A consultancy dedicated to making specialized areas of fiduciary and financial services understandable to everyone in plain simple terms.
ESOTERIC ADVISORS IS NOT A LAW FIRM. ESOTERIC ADVISORS, ALONG WITH ITS CONSULTANTS, DOES NOT PROVIDE TAX OR LEGAL ADVICE. IT IS RECOMMENDED THAT TAX AND LEGAL ADVICE BE SOUGHT FROM A QUALIFIED PROFESSIONAL.
Copyright © 2024 Esoteric Advisors - All Rights Reserved.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.