3 de September de 2013

Personal Tax and Wealth Management

Many business owners, executives and other individuals benefit from strategic financial planning from Nexia International’s experts to help identify financial goals and set an action plan for building and preserving wealth.

Our independent member firms offer a wide range of wealth management services, for example, managing cash flow and debt, reducing tax liability, identifying tax planning opportunities and avoiding potential pitfalls, improving your investment portfolio, planning charitable giving, making retirement provisions and advising on the use of offshore and other specialist trusts and other tax savings 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.