Multi-Family Services

Services for High Net Worth Individuals

Exemplar High Net Worth Individual (“HNWI”) Multi-Family Services Division has led the professional service industry in serving high net worth individuals for over fifteen years. We are the only firm in the United States today that offers a complete host of family office services to HNWIs. Our approach includes a holistic approach to tax planning, accounting, asset protection, legal services, and investment advisory services. Our service offering allows HNWIs the same full suite of concierge services that ultra wealthy families receive through our Multi-Family Services Division.

Exemplar HNWI Multi-Family Services Division is a division of Exemplar Companies, which is a nationally recognized law, tax, and banking firm, and have been an industry leader for over fifteen years. Exemplar has offices in Los Angeles, Chicago, New York, and Boston, and maintains a staff of over 40 law, tax, consulting and banking professionals.

HNWI Tax Services

Exemplar HNWI Multi-Family Services Division maintains a tenured team of CPAs and tax professionals that are all 10+ year veterans and experts at what they do. One of our HNWI tax division’s primary objectives is to keep our HNWI clients apprised of the best tax advantaged strategies in the market on a month-to-month basis. To accomplish this, our tax experts have to constantly remain abreast of legal changes, IRS promulgation, and legislative changes. We bear the burden of attending conferences and poring over thousands of pages of policy and legislative changes each year so that our valued clients don’t have to. We advise our clients on the formation of pension funds, defined benefit plans, and we advise them on investment in tax advantage strategies including but not limited to 1031 exchanges, conservation easement offerings, and economic opportunity zone investments.

HNWI Legal Services

Exemplar HNWI Multi-Family Services Division has an extraordinary team of legal experts that are all 10+ year veterans. Our legal division’s primary goal is to advise our HNWI clients on every business aspect of their professional and personal lives, to include but not limited, to family office planning, asset protection (onshore and offshore), divorce planning (through strategic partner firms), corporate law and securities matters, investment law related matters, and mergers and acquisitions.

HNWI Investment Advisory Services

Exemplar HNWI Multi-Family Services Division utilizes Exemplar Capital, LLC, a FINRA registered broker dealer and investment bank, and is strategically partnered with [XYZ Financial Advisors] to provide unparalleled investment advisory services to our HNWI clients. While we recognize that there are other advisory firms that can serve HNWI investors, there are no other firms in the USA today that have the infrastructure to be able to employ a cross disciplinary team of advisors to assist in optimal investment decisions.

Holistic Advisory, Best Practices, and Wealth Strategy

For example, as we know, most advisory firms can discuss asset allocation and the mix between indexes, funds, real estate, small cap indexes and funds, and large cap indexes and funds, and bonds or bond funds. But we provide our clients with access to all of these products and a host of cutting edge products that allow us to incorporate state of the art tax benefits into traditional portfolios.

Did you know the following:

  • 1. That you can set aside a few hundred thousand dollars into something called a defined benefit plan, which is in essence a self-employed, or small business pension plan, each year pretax, and self-direct your investment into almost anything: real estate, stocks, bonds.
  • 2. That there are certain investments that produce 5x deduction for each dollar invested. For example, if you earn $600K in income, a $50K investment will reduce your taxable income by $250,000.

Did you know that you can invest in an index fund such as the S&P 500 (a large cap fund), or the Russell 2000 (a small cap fund) and protect yourself from the risk of a bear market by allowing our team to design a quarterly collar structure that involves using a put and a call, which pay for each other and protect you from facing the downside loss of these indexes while protecting your upside?

Why US

Exemplar NNW Multi-Family Services Division is the only multidisciplinary firm in the USA today that is intimately familiar with all of the issues facing HNW’s, and our tax, legal, and financial advisory teams work together on a daily, monthly and yearly basis to remain abreast of the best strategies to benefit our clients. We are not services providers, however. Instead, we are a team of confidants and strategic partners in helping our HNW’s achieve their life goals and ambitions.

Louis Amatucci

Managing Partner

Mr. Amatucci serves as the managing partner of Centarus Legal Services PC, and he oversees Centarus Business Consultants, Ltd and its investment banking practice. His practice focuses on securities law and corporate law. He is a securities and corporate attorney who has more than 30 years of combined legal and business experience. Prior to heading Centarus, Mr. Amatucci was employed as managing partner and general counsel at a respected midsized Midwestern securities issuer, where he established and directed the firm’s captive securities broker dealer distribution infrastructure.

During that time, he had responsibility for drafting and overseeing the drafting of securities filings and compliance matters relative to the issuer and its broker dealer distribution, corporate formation matters, and employment matters. Mr. Amatucci has also served as managing partner of a boutique securities broker dealer where he had responsibility for all operations of the office, including management of registered representatives, profit and loss responsibility, communications, and oversight of day to day activities. He and Centarus have, also, represented clients in front of the Illinois State Securities Department the US Attorney’s office, subsequent to clients receiving improper direction from prior counsel. Mr. Amatucci and Centarus have litigated cases in Illinois state court ranging from breach of contract to investor fraud matters.

Additionally, he possesses more than a decade of investment industry and banking experience including sales, marketing and executive level experience; and he spent over four years of that time assisting clients in raising capital through wholesale, retail, direct, and broker dealer distribution. Furthermore, Mr. Amatucci has over ten years of combined commercial real estate and commercial finance experience, and over ten years of technology industry experience. In the technology industry, he held engineering, senior engineering and executive level management positions at numerous large and respected national and international companies, to include, Unisys, Motorola, and Varta Gmbh.

Mr. Amatucci holds a Bachelor of Science degree in Mechanical Engineering, and three advanced degrees, including a Master of Science, a Master of Arts, and a Juris Doctor. He is a graduate of Dartmouth College, New York University-Polytechnic Institute, and John Marshall Law School where he was an honored recipient of the Ronald Rosenberg academic scholarship, and where he graduated with Dean’s List honors. He has, also, been an active member of the Illinois bar for over a decade, and he is a former graduate level college professor of corporate and employment law.

Jason Powell

Of-Counsel

Mr. Powell works with Centarus Legal Services, PC, and he focuses on securities law and corporate law. He has been a practicing attorney for nearly a decade, during which time he has concentrated entirely on the practice of corporate and securities law. In addition, Jason received his securities legal training at a well-respected midsize law firm, and, then, served as general counsel and executive team member to two start-up companies.  During his time as general counsel, he was responsible for all legal, corporate and regulatory compliance matters. Jason brings a unique and welcomed approach to the practice of law in that he truly understands the daily struggles facing entrepreneurs and management teams, and as a result of his experience, he is able to bring his business and entrepreneurial experience to the legal problems faced by entrepreneurs and management teams. Jason earned his law degree from University of Montana School of Law. In addition, he holds a Bachelor’s degree in Finance and Economics and a Master’s Degree in Sports Management from Montana State University-Billings.

Paul Belanger

Management Consultant

Mr. Belanger possesses over 20 years of finance and accounting experience, and for the past 10 years he has been providing consulting services to a range of clients that include everything from start-ups to Fortune 100 companies. Mr. Belanger’s specialties include raising capital, management turnaround and cost reductions. Over $100 Million Dollars has been raised for his clients over the past 3 years, and he has also initiated cost savings of $32 Million for companies. Some of Mr. Belanger’s Fortune 100 clients include: Waste Management, Staples, Timberland Footwear, Dunkin Donuts, and Bose. In 2010 Mr. Belanger raised $38 Million Dollars for Annie Leibovitz with Colony Capital to refinance her well publicized debt. He currently provides equity fund raising to enterprises in the technology, life science, and retail sectors.

Edward Rhodes

Management Consultant

Edward Rhodes possesses over 29 years of investment banking and consulting experience. Since 2000, Mr. Rhodes has provided M&A, valuation, capital raising, strategic advisory, due diligence, financial modeling and business plan writing services for startup, small and middle market clients. During his career he has closed transactions with an aggregate value in excess of $400 billion across a variety of sectors, including, but not limited to energy, utilities, social networking, industrials, media/telecom and healthcare.

Earlier in his career, Mr. Rhodes served as an Investment Banker in New York with JP Morgan and BMO Capital Markets. He has closed significant M&A, Leverage Finance, Project Finance, Equity, High Grade and High Yield transactions for a wide variety of Fortune 1000 clients and strategic buyers. Prior to his investment banking career, Mr. Rhodes managed the closure of defaulted savings and loan institutions as a Case Manager/Financial Analyst with the Resolution Trust Corporation in Washington.

Mr. Rhodes holds an M.B.A. in Finance from Columbia Business School and a B.A. in History from the University of Virginia.

John Russo

Management Consultant

John Russo possesses over 15 years of Financial Services and Investment Banking experience. Since 2000, Mr. Russo has provided New Business Procurement, Capital Raising, Structured Lending, Banking and Wealth Management Solutions for Small Businesses and Middle Market clients. During his career he has closed transactions with some of the largest Exxon Mobile Franchisees in the Northeast, where he assisted them with complex Cash Management Strategies.

Previously, Mr. Russo served as a Banker in New York with JP Morgan Chase, a Financial Advisor for Merrill Lynch and a Risk Management Consultant at Goldman Sachs Position Control Group.

Prior to his Financial Services career, Mr. Russo Founded Wrapid-Pull, A Dispenser for the Restaurant Industry. He patented the design and sold the rights to a Restaurant Industry Manufacturer in New York City.

Mr. Russo Holds Multiple Financial Industry licenses including the FINRA Series 7, Series 66, Series 55 and Series 24 Licenses. He graduated From Pace University Lubin School of Business with a Bachelor Degree in Business.

Gobind Singh Khalsa

Management Consultant

Gobind Singh Khalsa is a Sr. Consultant at Centarus Business Services. He leads engagements providing business leaders and organizations with strategy, finance consulting services and business coaching. Gobind Singh’s knowledge and expertise include business planning, finance, creating and implementing strategy and leadership development. His extensive background includes 18 years experience in leadership, consulting and finance. He has led consulting engagements for executive management, human resources, operations, finance, and technology teams.

His engagement leadership includes servicing clients as a management consulting and CFO – providing leadership, developing creative solutions and project management in finance, business planning and strategy, organizational development, change management, merger integration, finance/technology transformation, process improvement and regulatory reporting. His clients include start-up, medium-sized, and Fortune 500 companies in the technology, energy, financial services, health care, LOHAS, marketing and consumer products industries. Some of the clients he has served include Eagle Energy, ECO Power Design, Kaiser Permanente, JPMorgan Chase, Morgan Stanley and Union Bank. His previous employment includes: Manager at Ernst & Young LLP within the FS – Business Consulting practice and a Controller at the boutique investment bank Donaldson, Lufkin, & Jenrette.

Tim O’Connor

Management Consultant

Tim O’Connor is a tremendous asset to our Consumer Products practice area and brings the innovation and passion of a proven entrepreneur plus the enormous volume of results from his classic brand marketing experiences on some of the world’s best known brands including Betty CrockerR, TropicanaR Juice, CoorsR, Star WarsR and many more.

With more than twenty years of experience in traditional consumer marketing, Tim is a hands-on leader in product development, strategic planning, sales management and operations issues. As an executive leader, Tim has built a reputation as a marketing & sales driven executive in corporate turnarounds and brings a level of analysis and urgency to strategic decisions facing large and small organizations. Tim has developed countless strategic plans and presentations in such areas as marketing strategy, business model innovation, consumer research, channel management, new product development, brand renewal and product launches to name a few.

Tim is also the Founder of Brightspot Brands, the company he created to focus on the emerging functional candy segment. His company created the world’s first healthy candy brand known as, gimmeR. The brand featured great tasting, premium chocolate candy packed with nutrition like real dairy calcium, Omega3 from flaxseed and probiotics. The business was sold to a strategic investor in 2010.

Tim earned his undergraduate degree in Economics at the University of Minnesota and earned his MBA from the JL Kellogg School of Management at Northwestern University with emphasis in Finance and Marketing.

Jan Knight

Management Consultant

Jan Knight’s primary focus is on providing customized secondary market research to consulting companies, start-ups, entrepreneurs and small-medium sized businesses. Much of her work in the past 13 years has helped to shape business plans, strategic marketing plans and new business development in a diverse set of industries.

Having access to professional, subscriber-based databases that provide authoritative data, nationally and internationally, helps her to research far beyond what the Internet alone can offer. Her information gathering skills are also incorporated in her research-driving writing of white papers, her reviewing of global information products for a UK publisher, and the multiple presentations and workshops she provides on the topic of market research. Jan also brings marketing and advertising experience to her role as a market research specialist.

Currently, a member of the Association of Independent Information Professionals, she has been active in their committees and conferences since 2001. Jan has previously served as a Board Member for a local Chapter of the National Association of Women Business Owners (NAWBO), is also active in various trade groups including the Arizona Technology Council and the Business Marketing Association, and is currently involved as a partner/mentor at a number of Arizona-based business incubators

Jan earned her M.A. in Information Resources & Library Science from the University of Arizona, and her B.A. from the University of California, Berkeley.

Deree Kobets

Management Consultant

Deree Kobets brings to the team over 14 years of experience working with start-up companies. Her specialties include business plans, raising capital, cost reductions, creating organizational efficiencies, conducting due diligence and developing working cash flow and proforma financial statements.

Earlier in her career, Ms. Kobets designed a fundraising strategy and sourced target investors to raise $170 million for Apex Venture Partners, a technology-based private equity firm in Chicago. Not only does Ms. Kobets have experience with helping startup companies, she is an entrepreneur herself. Ms. Kobets is the founder of Grow Modern Kids, a unique brand which sold organic and modern products for children. Annual sales grew 20% consistently over five years. In 2012, she successfully sold her business for a profit.

During the last two years, she has provided consulting services to small companies in high growth stages and in need of funding. She assisted these companies with growth plans, systems restructuring, and the preparation of business and financial documents. From her experience with investors, she is skilled in writing business plans and knowing what investors want. Due to her experience with entrepreneurs, she is adept in assisting start-up companies prepare their systems and financials for investment sourcing.

Deree earned her undergraduate degree in Economics at the University of North Carolina at Chapel Hill and earned her MBA from the J.L. Kellogg School of Management at Northwestern University with emphasis in Management and Strategy and Marketing.

Dharmesh Patel

Management Consultant

Dharmesh Patel is a tremendous asset to our Management Consulting practice area and brings the innovation and passion of Silicon Valley plus the Strategic Planning domain expertise from blue chip firms like Adobe, Schwab, Visa USA, Merrill Lynch, and Prudential Financial.

With more than thirteen years of experience in Product Marketing and Business Development, Dharmesh is a hands-on leader in product development, marketing, strategic planning, organic/inorganic growth and operations/process improvements. As an executive leader and hands on strategist, Dharmesh has built a reputation as a quantitative “Growth Hacker” leading business growth while meeting ROI and ROE objectives. Dharmesh has developed numerous strategic plans and business cases in such areas as marketing strategy, business model innovation, market/product research, customer acquisition & retention strategies, new product development, M&A/Capital Raise and Investor Relations.

Some of the notable highlights from Business Development/Product Launches include:

  • Over $90 Million in Capital Raise stretching across the major stages—Seed (~$100k), Series A ($8M), Private Placement ($2M), IPO ($80M)
  • Eight M&A Deals totaling over $400M
  • Twenty + product launches for both startups and larger blue chip firms bringing in over $160 M in incremental Revenue

Dharmesh earned his undergraduate degree in Business Administration at the University of Maryland – UMUC and earned his MBA from the Warrington College of Business at University of Florida with emphasis in Finance and Strategy.

Hillary Finne

Operations Manager

Ms Finne is the Operations Manager and lead paralegal at Centarus Professional Services. She provides us with more than 20 years of business experience in industries, to include, legal services, financial, and manufacturing. Educationally, she possesses a Juris Doctorate from Loyola University Chicago’s School of Law and a Masters and a Bachelors degree from Northern Illinois University.