Protect What You've Built. Grow What You Have.

Live Without Worry.

Comprehensive wealth management, business protection, and legal solutions for successful entrepreneurs and high-net-worth families who refuse to settle for ordinary advice.

40+

Years of Excellence

1,200+

Businesses Secured

$500M+

Assets Protected.

98%

Client Retention

Most advisors see numbers.
We see your legacy.

The LATIFI Difference

Stop juggling multiple disconnected advisors. Experience the power of integrated wealth management, business protection, and legal coordination working in perfect harmony.

📈

Wealth Creation

Stop leaving returns on the table with retail-level investment strategies. Access institutional-grade opportunities and tax-optimized structures designed for portfolios over $1M.

Peace of Mind

No more juggling five different advisors. One integrated team managing your investments, insurance, legal needs, and security—all working in perfect coordination.

🛡️

Business Protection

One lawsuit. One accident. One oversight could destroy decades of hard work. Our specialized insurance and legal solutions ensure your business survives any storm.

Wealth Management

Institutional-grade investment strategies, tax optimization, and estate planning for portfolios exceeding $1M.

  • Private Portfolio Management ($1M+ minimum)

  • Alternative Investment Access

  • Tax-Loss Harvesting & Optimization

  • Estate Planning Coordination

  • Retirement Income Strategies

High-Value Insurance

Specialized coverage for complex personal and business assets requiring expert risk management.

  • Directors & Officers Liability

  • Cyber & Data Breach Protection

  • Employment Practices Liability

  • Professional Liability (E&O)

  • Lloyd's of London Access

Protection Services

Professional investigation and security consulting for high-net-worth individuals and business owners.

  • Corporate Fraud Investigations

  • Background & Due Diligence

  • Asset Location & Recovery

  • Executive Security Consulting

  • Surveillance & Evidence Gathering

Business Solutions

Comprehensive business insurance, corporate legal services, and growth financing for companies with $5M+ revenue.

  • Commercial Insurance ($10M+ coverage)

  • Corporate Legal Coordination

  • M&A Advisory & Due Diligence

  • Key Person & Succession Planning

  • Business Growth Financing

From Fragmentation to Integration

Challenges We Solve

Wealth Preservation Challenges

❌ The Problem

Fear of losing wealth due to poor investment decisions, market volatility, and tax inefficiency. Cookie-cutter financial advice that doesn't fit unique circumstances.

✓ How Latifi Solves This

Customized portfolio management for $1M+ accounts with institutional-grade opportunities. Integrated wealth preservation combining investment + insurance + legal. Proactive tax optimization.

2.1%

Average annual return improvement for our clients through tax optimization

Business Protection Gaps

$10M+

Specialized coverage available for complex business operations

✓ How Latifi Solves This

Specialized high-value business insurance with access to Lloyd's of London. Custom risk assessment for complex operations. Comprehensive asset protection strategies.

❌ The Problem

Sleepless nights worrying about lawsuits. Complex business structures requiring specialized insurance. Fear of being underinsured or paying too much for inadequate coverage.

❌ The Problem

Exhaustion from managing multiple advisors who don't communicate. Wasted time coordinating between lawyer, accountant, broker, and wealth manager.

Time Poverty & Advisor Fragmentation

✓ How Latifi Solves This

Single point of contact for all financial, legal, and protection needs. Coordinated approach across all service lines. Quarterly strategic reviews of entire financial picture.

One

Integrated team managing your complete financial picture

The Latifi Difference

  • Integrated team coordinating all aspects

  • Proactive strategy—quarterly reviews

  • Custom-tailored solutions for your situation

  • Transparent fee-based model aligned with success

  • Exclusive institutional-grade resources

  • Sophisticated high-net-worth strategies

  • Seamless coordination across all services

Most Advisors

  • Operate in silos with narrow focus

  • Reactive approach—only respond when you call

  • One-size-fits-all product solutions

  • Earn commissions on products they sell

  • Limited access to specialized resources

  • Generic retail-level strategies

  • No coordination between services

Why Successful Entrepreneurs Choose Latifi

The Choice is Clear

Ready to Experience the Latifi Advantage?

Schedule a confidential strategy session with our team. We'll analyze your current situation, identify gaps in your protection and growth strategy, and show you exactly how our integrated approach can serve you better.

No obligation. Completely confidential. 60-minute comprehensive review.

© 2026 Entreprise Latifi Inc. All rights reserved. Serving high-net-worth clients across North America since 1984

Let's transform your financial vision into results.

Contact

Email

services@latifigroup.com

Location

550 Hill St, International Jewelry Centre
Los Angeles, California 90013

Phone

+1 323 809 2326

24/7 Emergency Services Available

Office Hours

Monday - Friday: 8:00 AM - 6:00 PM PST
Saturday: By Appointment
Sunday: Closed