Tax

Private Wealth

Managing personal and business wealth requires careful planning and a tailored approach to ensure long-term financial success.

Nexia’s member firms offer a full range of services to help business owners, executives and individuals define their financial goals, maximise their assets and protect their wealth. By aligning with your priorities, we create bespoke strategies to ensure financial security for you, your family, and your business.

Nexia services include:

Personal Tax Management: Efficiently managing tax liabilities to optimise financial outcomes
International Tax Planning: Strategic cross-border planning to navigate complex tax regulations
Organisational Structure: Creating optimal business structures to support growth and tax efficiency
Family Trusts and Shareholder Agreements: Safeguarding wealth through family trusts and legal agreements
Employee Compensation and Benefits: Designing competitive employee packages while managing costs
Insurance and Fiduciary Services: Protecting assets through tailored insurance and fiduciary solutions
Retirement and Pensions Planning: Ensuring long-term financial security through comprehensive retirement strategies
Investment Strategy: Developing diversified investment portfolios to grow and preserve wealth
Corporate Finance and Debt Structuring: Supporting business growth through strategic financing and debt management
Estate and Succession Planning: Securing the future of your family and business through careful succession planning
Wills and Power of Attorney: Ensuring your wishes are respected and legal matters are managed effectively