Analyze Consult Witness

Analyze Consult WitnessAnalyze Consult WitnessAnalyze Consult Witness

Seasoned litigators and discerning clients know that the presence of an expert consultant can significantly influence the direction of a legal case.

Fiduciary & Trusts

Litigation

Governance

Estate & Probate

Standard of Care

Professional Fiduciary

Disputes

Marital Dissolution

Business & Partnership

Investment Losses

Employment

Trustee & Beneficiary

Financial Services

Broker Dealers

Banking & Lending

Corporate Trustees

Wealth Management

Registered Investment Advisors

An expert witness, bringing a wealth of experience, reliability, eloquence, and persuasive power, can play a pivotal role in determining the outcome of a case.

Asset Analysis

Fiduciary & Reg BI

Complex Structures

Hybrid Securities

Offshore & International

Private & Closely Held

Current Cases

Trust Portfolios

Fiduciary, Trust & Estate Litigation

Dual RIA & Broker Dealer

Wrongful Termination

Crypto Asset Managers

Risk Management

Regulatory

Fraud Investigation

Forensic Analysis

Mitigation Strategies

Internal Controls

A consultancy dedicated to making specialized 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.

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