Insurance brokerage, tax/finance, and advisory firm providing boutique service to 1,100+ businesses
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.
Compare Pinecrest Family Office with 3 companies in Business-Consulting-and-Services
| Comparison Field |
Pinecrest Family OfficeMain Company |
RobiquityView Profile |
Shepherd InsuranceView Profile |
helperhub (Pty) LtdView Profile |
|---|---|---|---|---|
|
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
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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
|
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