Private Financial Consulting

Croeseid (pronounced: Kree sid) a coin, either gold or silver, from around 551 BC. Croesus (a Persian era King) is credited with issuing the first true gold or silver coins with a standardized purity. Thus, creating the world’s first bimetallic monetary system.

Today’s challenges require thoughtful financial advice.

Croeseid offers advisory and strategic planning services to:

Privately Held Businesses

Wealthy Families

Individuals

PROFESSIONAL, SECURE, CONFIDENTIAL

Advisory activity and consulting engagements

Develop business plan to expand the service model for a major private wealth manager.

Complete estate plan for wealthy client including a new foundation and trusts for prospective beneficiaries.

Financing for start-up residential service company; introduced key COIs for business owner.

Estate settlement including advising on disputes between and among beneficiaries.

Campus relocation and financing for an independent private school.

Equity and debt financing for several mixed use development projects in the tri state area.

Albert B. Murphy III

CONTACT

For a professional, secure and confidential discussion, please contact us.

info@croeseidllc.com

Croeseid LLC
512 West Lancaster Avenue
Suite C
Wayne, PA 19087