Personal tax and wealth management
Business owners, executives and individuals can benefit from strategic financial planning to help identify financial goals and preserve wealth. Nexia member firms can create a tailored plan to ensure financial success for you, your family and your business. This enables you to make the best use of your assets and ensures an efficient process to transferring wealth to the next generation.
Member firms’ wealth management expertise comprises managing cash flow and debt, reducing tax liabilities, identifying tax planning opportunities, improving an investment portfolio, charitable giving, retirement provisions and advice on the use of offshore and other specialist trusts and tax saving vehicles.
Our independent member firms can also help design a customized roadmap to ensure financial success for you and your family.
This can be built around your unique situation to enable you to make the best use of valuable assets during your lifetime, and provide an efficient means of transferring wealth to the next generation.
To learn how Nexia member firms have helped their clients, click here.