iCompany Organization

WHAT KEEPS YOU AWAKE AT 3 AM?

LOEB provides what we call iCompany Organization: the organization of your personal business matters. Every successful person knows that success isn’t simple; you may have a core business that still keeps you busy, but you’ve also become involved with other businesses or real estate, or you’ve invested in partnerships or joint ventures. Your estate planning may mean you’ve started a trust, or you have a family foundation you don’t quite know what to do with.

Keeping up with everything means gathering and organizing legal and financial documentation, creating a personal board of professionals to assist the client, and organizing each “division” of your iCompany. We provide organization and assistance, helping you keep all those balls in the air, so that you can get back to sleep.