Insurance and Risk

Insurance Solutions for High-Net-Worth
Individuals and Families

Insurance should never just be a policy — it needs to be part of the bigger picture and integrated into your overall plan and estate strategy. Working with a broad network of top-tier carriers, Nepsis ensures access to all types of insurance to safeguard your wealth and fulfill strategies for tax, financial and estate planning.

Discerning individuals choose Nepsis for insurance:

  • Strategic alignment to match comprehensive policies that will support and enhance your advanced planning goals and mitigate risk
  • Comprehensive coverage with life, disability, and long-term care insurance solutions
  • Extensive provider network of more than a dozen leading carriers

With Nepsis, your insurance integrates seamlessly into your broader financial plan, providing clarity and confidence for the future.

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Managing risk is an important component to our overall family office framework. This includes having up to date policies so your family is fully insured as well as a plan for managing risk across your entire portfolio of investments, tax planning and estate planning.

Jack Cahill | CPA, General Counsel, SVP Tax

Thought Leadership