In today’s complex environment, the operative and administrative part is as important as the decision of diversifying the portfolio or selecting the most convenient legal structure to have an efficient estate management.

Documents such as account statements, insurance contracts, will, investment companies contracts, trust contracts, powers of attorney, etc. must be managed, sorted and guarded.

Evaluating proposals, looking for services or providers, negotiating with them and supervising them.

And many other activities that also require a lot of time.

With the professional experience of Progress Advisors, LLC's team we can help you with these processes so that the administration and execution and Estate Planning fulfill their objectives.