Ability to support multi-national clients
Leonis has experience and ability to support multi-national clients with their general financial needs
Prepare net worth statements
Leonis will prepare net worth statements covering all asset and liability accounts.
Personal Budget Preparation
We recommend our clients have personal spending plans and short-term and long-term financial goals. Leonis will work to draft these plans so that our clients have sufficient funds to enjoy their success and still be able to care for their long-term financial health.
Coordinate Insurance Needs
Leonis will introduce clients to our Preferred Network of Providers to make sure you are properly covered from liability insurance to life insurance to protection through disability insurance.
Aggregate required documentation for access to credit markets
Leonis will assist clients aggregating required documents when obtaining personal loans.