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Our Services

Discover what we are capable of. Explore our different services and in case you want a free first interview we will be happy to help you! Contact us for more information and let´s star working together!

Accounting and Tax Services

We help companies to address the accounting and tax impacts associated with large, complex projects. Whether expanding into new markets or transforming operations and structures, our global team of consultants has expertise in accounting and tax regulations, and hands-on experience to provide practical solutions to complex challenges.

Financial Advisory

The Financial Advisor is the professional who helps to discover the financial needs, analyzing past, present and future circumstances of his client, taking into account his age, his available assets, his tax rate, his professional and family situation, and the rest of the investments. that you can have.

Audit and Assurance

What does includes having an assurance work for your company?

Conducting risk analysis; developing your client communication skills; preparing financial statements; and. identifying where systems may be failing and recommending controls.

Administration of assets and heritage

Do you have a project or idea that you would like to make come true? I offer my clients a wide variety of consulting services since I founded my business. Contact me to know more.

Fund Services

Oakland helps companies to address the accounting and tax impacts associated with large, complex projects. Whether expanding into new markets or transforming operations and structures, our global team of consultants has expertise in accounting and tax regulations, and hands-on experience to provide practical solutions to complex challenges.

Legal Advice

Legal advice is the giving of a professional or formal opinion regarding the substance or procedure of the law in relation to a particular factual situation. The provision of legal advice will often involve analyzing a set of facts and advising a person to take a specific course of action based on the applicable law

Consulting on mergers and acquisitions

Cash and Risk parity

Mergers and acquisitions consultants work with businesses to manage strategic or financial acquisitions by providing guidance through time-tested methodology, transaction execution and industry contacts.

The Risk Parity portfolio is managed externally by three managers and is intended to deliver long term returns of CPI+5% or better while investing in various liquid asset classes that contribute equal amounts of risk.  

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Contact

We'd love to hear from you

 319-535-0589

Techo de cristal

260 Newport Center Dr STE 100 Newport Beach CA 92660

Web Development

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