Financial Consulting

In a discrete manner, TMR Management LLC offers to high net worth individuals consulting services, as well as organization and assistance in all personal financial matters. Our services range from administration of routine banking and billing transactions to complex financial analysis and negotiations on behalf of clients in commercial loan transactions. For example:

• Assist clients in obtaining superior commercial loan terms from financial institutions through effective credit packaging and loan structuring.

• Assume an active financial advisory role beyond the time of loan origination.

• Assist clients in selecting a CPA or a law firm best suited to their needs.

• Guide in structuring tax-efficient assets allocation and selection of management strategies according to the clients' risk profiles.

• Monitor the progression in the performance of the portfolio management and follow up on remedial actions

• Offer services as financial strategic partner in selected start-up projects, preparing business plans and facilitating private placements.

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