Private Trust LLC Wealth Management Projects

Private Trust, LLC
"Our Philosophy is independent from the standard, one size fits all approach to wealth management in the market today."

Liz has worked on an array of projects that have contributed to her diversity of experience. Some of those are as follows:

· Assisted in Developing Financial Ratio Software to Assess Business Performance

· Represented Individuals and Families with net worth of between 5 to 200 million in monitoring and evaluating assets

· Collaborative Representation and Forensic work on the Frank Anastasia Trial

· Completed both 1031 Exchange and Reverse 1031 Exchange on Personal Investments

· Consultant in Economic Development in both the Caribbean and United States

· Co-Partnered in Building a Business doubled yearly for 5 Years
Private Trust LLC, Trustee,Wealth Management,Private Banking,Family Office,Wealth,Investments,Finances,Wealth Planning,Estate Planning,Retirement Planning,Succession Planning,CFO,Tax Free Exchange,Divorce Advocacy,Forensic Accounting,Real Estate Analysis,Real Estate Development,Money,Assets,Asset Planning,Asset Protection

· Acquired 501(c)(3) Nonprofit status for multiple entities

· Designed Personalized Employee Benefit Plans incorporating Golden Handcuffs, Real Estate and Insurance

· Developed Fluid Structure Changes for Growing Businesses and Assets

· Mediated Partnership Restructure in an Adversarial Environment

· Principal - Launch Velocity, LLC - New and Expanding Business Consulting

· Represents Sports Figures and other high net worth individuals in evaluating Real Estate Investments and mitigating loss properties

· Co-Founder in an ongoing 8000 acre Real Estate Development Project in Southern New Mexico

· Co-Founder in a Real Estate Development Project in the Caribbean

· Researched, Identified, and Built a Residential Property which doubled in value from purchase to point of receiving certificate of occupancy