Whether you've earned your fortune through a career of extraordinary achievement, or just won a lottery, congratulations! Now you have the daunting task of keeping what you've acquired. That's what we do. Through experience, we provide the expertise and contacts to help grow your wealth to the next stage and beyond.
Earning and keeping are different skills. Some careers in sports and entertainment, for example, are notoriously brief. Over 78% of NFL players are bankrupt or in financial distress after two years of retirement. Within five years of retirement, an estimated 60% of NBA players are broke. How does new money become old money? By preserving capital, avoiding private deals, and spending only interest and surplus. We can help you do this.
We know that successful people surround themselves with successful people,
so we look forward to being a part of your wealth
management team. We're enthusiastic about preserving what you've earned. One way to get
started is to give us a call at 877.755.2695. Another is to send via e-mail to
inquiry@easankatir.com
or mail to:
Easan Katir
550 Moreland Way
Suite 5403
Santa Clara CA
95054 USA
We could discuss some the following information:
1. Personal history
2. Source of funds
3. Investment size
4. Personal goals
5. Your affiliations and interests
6. Financial statements
We carefully maintain client confidences. Our reputation depends on our professionalism and maintaining the trust of the people with whom we work. We will, of course, keep your information confidential.