Services
Clients often arrive with one issue in mind, but the decision usually touches more than one discipline. Firenze brings those disciplines together across Tax & Compliance, Estate & Wealth, Transaction & Strategic Advisory, and Accounting & CFO, with trustee, notary, and AI integration support available where the work needs it.
Services at a Glance
Firenze advises across business, family, trust, liquidity, and execution realities. The service areas below are meant to make it easier to move directly to the kind of support you need without losing the benefit of a coordinated relationship.
Entity structure, multistate exposure, owner-level planning, and compliance coordination kept close to the economics of the decision.
Planning coordination across trusts, liquidity, reporting, and advisor alignment so the structure can work in practice.
Diligence readiness, refinancing, ownership change, and property-related decisions handled through a wider strategic lens.
Accounting work designed to improve leadership visibility, financing readiness, and ongoing financial discipline.
Other
Trustee services, notary support, and AI integration are grouped intentionally as specialized offerings. They are not a miscellaneous afterthought; they are support layers that become especially useful when the matter already has strategic, fiduciary, operational, or document-sensitive complexity.
Trustee
Reporting continuity, beneficiary coordination, and advisor alignment for ongoing trust relationships.
Notary
Physical notarization and remote online notarization within trust, estate, business, and selected real-estate workflows.
AI Integration
Advisory-led AI integration for businesses that need better process flow, reporting visibility, and execution quality.
Secure Client Portal
Existing clients can use Firenze’s secure portal to exchange requested files, trust materials, planning documents, and execution-sensitive records through a more organized client-access experience.
