Build Better Wealth for a Better Life

Our Family Office Framework provides the structure and integrated wealth management disciplines needed to achieve your goals.

Family Office Framework

We help our clients achieve their goals by staying true to our comprehensive and holistic approach. Our family office framework incorporates multiple disciplines to provide the support our clients need to achieve their goals.

Integrated Wealth Management

The Nepsis® team will work to analyze your entire financial roadmap giving you a fully integrated and holistic approach to growing and preserving your wealth to reach your unique goals. Our comprehensive process covers all of the critical financial disciplines you need to have the future you want. Discover our disciplines below:

Your goals, our process. Everyone has a different destination in mind, requiring a different roadmap. Our Clarity Roadmap® solution keeps you moving in the right direction helping to reach your long-term goals.
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Taxes play a major role in your overall plan and we believe it is paramount to be proactive instead of reactive. Our team executes strategic tax planning solutions to allow you to maximize income, minimize taxes and take advantage of financial opportunities.

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To ensure your assets are carried on to the people and causes you care about most, we work closely with you to structure your plan and protect your assets properly.

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Through the utilization of Separately Managed Accounts (SMAs), your investments are tailored to you and you alone — designed and managed to help you reach your goals.
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Our dedicated team identifies the instruments and policies needed to provide protection and care for your family, legacy, and material assets.
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Our attorneys work with you to provide insights and solutions on critical strategies for Trusts, Estate, Wealth Preservation, Legacy Planning, Charitable Giving, and others.
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As unique as you are, our solutions are designed around you, your family, and your business. We help you turn the challenges you face into opportunities for growth and security.

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Planning Mistakes & Misconceptions

Investors tend to be their own worst enemy – but this is not entirely their fault. Dalbar studies consistently show, investors sell at stock market lows and buy at stock market highs. The financial media and Wall Street analysts bombard the public with sensational and fear-based news, and many financial services firms fail to better inform and educate their clients. As a result, investors are left without the guidance they need to make the informed decisions required to accomplish their long-term goals.

Here are a few of the common mistakes & misconceptions we see:

Failing to Leverage Tax & Estate Planning

Guidance on how to leverage the benefits of tax and estate planning is paramount. However, many believe that tax planning is expensive and estate planning is exclusively for the ultra-rich. The fact is, both are vital and accessible to you.

Managing your Wealth in Silos

Insurance, real estate, 401(K)s, stock options, pensions, trusts, savings and more constitute your family’s real wealth. Investors fail to create a comprehensive plan that connects your assets and your planning strategies together.

Focusing on Returns & Comparing a Portfolio to an Index or a Benchmark

If you don’t understand how benchmarks are structured or how their returns are calculated, it’s a pointless endeavor. And even with this knowledge, it’s never a true ”apples to apples” comparison. Your portfolio is personalized and managed to your unique needs and goals.

Allowing Biases to Cloud Judgment

Behavioral Finance plays a major role in your financial picture. Many biases exist in the financial world and Clarity is needed to offset these and avoid making yourself your own worst enemy. Eliminating biases from your plan will enhance your ability to invest and plan for success.

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