Kotini & Kotini- Boutique Virtual Family Office jobs and careers

About Kotini & Kotini- Boutique Virtual Family Office

Kotini & Kotini is a boutique Virtual Family Office based in Richmond, Virginia, serving CEO entrepreneurs, physicians, dentists, athletes, and families who are focused on building and protecting long-term wealth. Our approach centers on proactive, goals-based planning that integrates financial strategy, advanced tax planning, business strategy, and estate planning into one coordinated system. Through our family office of carefully selected experts and strategic partners, we provide guidance across key areas including: • Advanced tax strategy • Wealth and liquidity planning • Estate and trust planning • Business strategy for entrepreneurs • Philanthropic and governance planning • Exclusive expert access • Lifestyle concierge services Kotini & Kotini was built to bring the family office model - traditionally reserved for multi-million and multi-billion-dollar families - to accomplished professionals and entrepreneurs who want more than traditional advisory services. Our clients value forward-looking strategy over reactive compliance. They want advisors who help them anticipate opportunities, reduce tax burdens, protect their assets, and make smarter long-term decisions for their businesses and families. By integrating sophisticated planning tools with a collaborative network of experts, we provide a holistic approach to wealth strategy designed for today’s high-performing professionals. 📅 Book a consultation to learn how our Virtual Family Office model can support your long-term financial strategy. Not yet ready for a consultation but want to learn more? Read one of my two published books: Effortless Wealth or Tax Efficient Whitecoat. Visit our website: Kotiniandkotini.com Other resources: Listen to Effortless Wealth Podcast