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.
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 to reaching 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.
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.
Through the utilization of Separately Managed Accounts (SMAs), your investments are tailored to you and you alone — designed and managed for you to 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.
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:
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