Set up as a family office; its function is to manage the family's various assets and to assist the family as needed.
Everest Group, LLC. has over $100 million dollars under management.
Have managed various portfolios with superior performance including: Large-Caps, Small-Caps, Mid-Caps, U.S./International ETFs, Hedge Funds, Private Placements, Venture Capital, and High Yield Bonds,.
Managerial functions including: hiring, training, and terminating.
Manage the cash flow for the various entities through use of float and lines of credit.
Direct the preparation of tax returns for multiple trusts, partnerships, and private foundations on their investments.
Work closely with outside accountants to minimize taxes for the family as a whole.