From business owners to the C-suite, high-net-worth individuals and their families get a different kind of wealth management when they choose Nepsis. Experience a holistic approach with a tailored plan that puts your assets to work for you. Through our Family Office Framework, we incorporate multiple disciplines to provide the expertise and support needed to give you financial clarity, protect and grow your legacy and give you more time to do the things you love.
FINANCIAL PLANNING
INDIVIDUAL ADVANCED TAX PLANNING
INVESTMENTS
INSURANCE AND RISK
ESTATE PLANNING
INDIVIDUAL ACCOUNTING SERVICES
BUSINESS ADVISORY
Process before progress. At Nepsis, we believe in the importance of developing a detailed financial plan that’s right for you and your family.
Nepsis integrates advanced tax planning into your broader financial and estate-planning goals. That way, we’re doing more than minimizing your taxes. We’re making strategic, forward-focused decisions that will optimize your family’s financial future over the long term.
With Nepsis, you will get:
Nepsis prioritizes a disciplined, long-term strategy that integrates flexibility, transparency and personalized portfolio management to align with your financial goals. Here’s why we believe we are different:
Working with a broad network of top-rated insurance companies, Nepsis ensures access to all types of insurance — life, disability, property and more — to safeguard your wealth and fulfill strategies developed in tax, investment and estate planning.
Nepsis can help ease the burden of protecting it for your heirs with advanced estate planning and management strategies that are designed for high-net-worth individuals and their families. We will align your financial, personal and business objectives into a customized, action plan that’s structured around the following:
Nepsis redefines what individual accounting services are capable of for high-net-worth individuals and their families. From sophisticated bill oversight to meticulous record-keeping, our services are tailored to the complexities of substantial personal wealth.
From proactive tax strategies that minimize liabilities to sophisticated estate planning that preserves your legacy, we provide the clarity you need to make confident decisions about your business and personal wealth.
Guided by the Power of Clarity®, Nepsis is laser-focused on maximizing your wealth and minimizing taxes, with advanced tax planning to help achieve your long-term financial goals.
With Nepsis you can expect a comprehensive, one-firm approach with a dedicated advisory team representing a full-suite of financial services.
We look at things differently. What other firms might view as risk, we see as opportunity. Our approach is to capitalize on volatility and uncertainty to help you achieve your goals throughout your entire financial journey.
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