Private Wealth Tax Strategies

Tailored Tax Strategies for Your Sophisticated Needs

Maximize your income. Minimize taxes. Give you clarity about your financial picture so you can reclaim time to do the things you love. That’s our strategy for high-net-worth individuals. 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.

Move forward with clarity and confidence:

A detailed roadmap of your tax planning strategy, explaining how each recommendation ties into your financial and estate plans
A proactive, forward-looking approach that’s structured to manage your future tax implications
Reviews of your financial trajectory, including changes in income, assets, family dynamics and tax laws so you always have a tax-efficient framework

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We are an integral partner with our clients. This holds true for tax solutions as well as across their entire financial portfolio. We meet multiple times a year to understand what is happening with our clients, ensuring we are taking a proactive approach to delivering preferred tax outcomes.

Jack Cahill | CPA, General Counsel, SVP Tax

Nepsis Tax Services
for Individuals and Families

Advanced Tax Preparation

We conduct quarterly reviews to maintain compliance and ensure savings are defendable and realized once it’s time to file your tax returns. Then we prepare your returns, which is when we calculate your final tax payment making it seamless and effortless for the client while using Nepsis family office framework.

High-Net-Worth Tax Planning

High-net-worth clients turn to our advanced tax planning services when facing significant tax events to optimize tax efficiency and preserve wealth. These include earning income in the top tax brackets, liquidating highly appreciated assets, managing taxable estates, or pursuing charitable giving goals.

The Four Stages of Tax Planning

Stage 1

Smart Planning for
Multi-Faceted Wealth

We will analyze your unique financial ecosystem — spanning multi-generational assets and trusts — to identify strategies and opportunities for tax optimization tailored to your high-net-worth lifestyle.

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Stage 2