Financial Services - Santa Fe, NM, US
The Rikoon Group guides families, non-profit organizations and business enterprises toward financial security, independence, and long-term sustainability.Our GoalsMeet clients' present & future financial, intellectual, and social needs in an ethical wayMaximize cash flow and appreciation using a variety of investment vehiclesReconcile competing needs for safety, income & appreciationMinimize income & estate taxesBring families together using positive and inspiring models of personal growthProtect a family's wealth across generationsOur ServicesCustomized Portfolio ManagementEstate Planning AssistanceTrust AdviceCash Spending AnalysisIncome Tax and Insurance ReviewMulti-Generational CounselingFinancial Education for the Entire FamilyCoordination of Financial Affairs with Other ProfessionalsBusiness ConsultingPrivate Real Estate Investing OpportunitiesESG (Environmental, Social, Governance) and Sustainable InvestingProperty Management
Outlook
Route 53
Rackspace MailGun
Microsoft Office 365
Amazon AWS
Bootstrap Framework