Pinecrest Family Office

Pinecrest Family Office

Business-Consulting-and-Services

Dallas, Texas
United States
Company Tagline

Insurance brokerage, tax/finance, and advisory firm providing boutique service to 1,100+ businesses

Industry Category
Business-Consulting-and-Services
Company Description

Pinecrest Family Office is a leading business consulting and services firm dedicated to providing exceptional insurance brokerage, tax, finance, and advisory solutions. With a commitment to excellence, Pinecrest Family Office supports over 1,100 businesses through tailored strategies and expert guidance.

Located in Dallas, Texas, at 18111 Preston Rd, Ste 610, Pinecrest Family Office specializes in optimizing group health coverage, navigating complex tax credits and audits, and enhancing overall efficiency and profitability. The firm’s expertise spans a range of areas, including health insurance, process automation, strategic advisory services, and employee retention credits.

Pinecrest Family Office is dedicated to delivering boutique service with a focus on client success. This commitment is at the core of Pinecrest Family Office's mission to provide strategic and financial advantage to every client. We invite the management team at Pinecrest Family Office to create a customized and exclusive company showcase and product listing on our platform, further amplifying your reach and impact.

Pinecrest Family Office est une entreprise leader dans le domaine du conseil aux entreprises et des services, dédiée à fournir des solutions exceptionnelles en matière de courtage d'assurance, de fiscalité, de finance et de conseil. Avec un engagement envers l'excellence, Pinecrest Family Office soutient plus de 1 100 entreprises grâce à des stratégies sur mesure et des conseils d'experts.

Située à Dallas, au Texas, au 18111 Preston Rd, Ste 610, Pinecrest Family Office est spécialisée dans l'optimisation de la couverture santé collective, la navigation dans les crédits d'impôt et les audits complexes, et l'amélioration de l'efficacité et de la rentabilité globales. L'expertise de l'entreprise couvre un éventail de domaines, notamment l'assurance maladie, l'automatisation des processus, les services de conseil stratégique et les crédits d'impôt pour la fidélisation des employés.

Pinecrest Family Office se consacre à fournir un service personnalisé en mettant l'accent sur la réussite des clients. Cet engagement est au cœur de la mission de Pinecrest Family Office, qui consiste à offrir un avantage stratégique et financier à chaque client. Nous invitons l'équipe de direction de Pinecrest Family Office à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, afin d'amplifier davantage votre portée et votre impact.

Key Personnel / Employees
Eli Tabaria CFP® Blake Larson Isaac Adelman Tomer Y. Goldstein

Compare Companies Side by Side

Compare Pinecrest Family Office with 3 companies in Business-Consulting-and-Services

4 Companies
Comparison Field
Pinecrest Family Office
Pinecrest Family Office
Main Company
Robiquity
Robiquity
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Shepherd Insurance
Shepherd Insurance
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helperhub (Pty) Ltd
helperhub (Pty) Ltd
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Founded Year
2016 1977 2019
Company Size
51-200 501-1,000 2-10
City
Dallas, Texas MANCHESTER, Manchester Carmel, IN Cape Town, Western Cape
Country
United States United Kingdom United States South Africa
Skills & Keywords Comparing with main company
13 Total Skills
Business Consulting Insurance Brokerage Financial Services Strategic Advisory Tax Credits Employee Benefits Process Automation Health Insurance Medical Benefits Employee Retention Credit SMB Consulting ERTC Automation
17 Total 17 Unique
Unique Skills:
AI Appian Development Artificial Intelligence Automation Academy Automation Anywhere Training Automation Design +11
5 Total 5 Unique
Unique Skills:
Business Insurance Commercial Insurance Health Care Reform Consulting Personal Insurance Wellness Plans
6 Total 6 Unique
Unique Skills:
Business Solutions Employee Tax Funeral Cover Human Resources Life Insurance Payroll
4
Total Companies
1977
Oldest Founded
3
Countries
41
Unique Skills

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Alternative Company Names

This company is also known as

Pinecrest Family Office 松峰家庭办公室 पाइनक्रेस्ट फैमिली ऑफिस مكتب باينكرست للعائلة