Wealth Management
Private portfolio management and tax optimization for $1M+ accounts.
Entreprise Latifi Inc
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About Entreprise Latifi Inc
Based in Los Angeles, Entreprise Latifi Inc is a financial services firm focused on investing, wealth management, business protection, and legal coordination. It provides private portfolio management for accounts exceeding $1 million, with alternative investment access, tax-loss harvesting, estate planning coordination, and retirement income strategies. The firm also arranges specialized insurance for personal and business assets, including directors and officers liability, cyber protection, employment practices liability, and professional liability coverage. Its protection services include corporate fraud investigations, background and due diligence work, asset location and recovery, executive security consulting, and surveillance. Business solutions include commercial insurance, corporate legal coordination, mergers and acquisitions advisory, succession planning, and growth financing for companies with more than $5 million in revenue.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Business Protection
Specialized insurance and legal coordination for complex operations.
Protection Services
Investigations, due diligence, recovery, and executive security consul
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