Wealth Strategies
In order to improve your strategy, our NTA KB teams collaborate with you as well as your lawyers and accountant, if necessary. We’ll be there with the amount of attention and direction necessary to help you reach your goals, regardless of how complicated your circumstances and needs grow.
Wealth building and strategies
Your fortune provides you with stability and opportunities. However, you also want to use it to change the world for your loved ones, your neighborhood, and the causes that are most important to you. Our NTA KB team, who have years of experience harnessing the resources of one of the most known trust companies and investing firms in the world, are vital in helping you figure it all out. In order to help you structure your wealth, we offer this distinctive viewpoint to you, your attorneys, and your accountants.
It may matter just as much how you and your family own your assets as what you possess. If you want to preserve, protect, pass on, donate, or increase family wealth, you must use the appropriate structures.
How we can help
Planning and structure that considers taxes
Although it can be difficult to comprehend how taxes might affect your financial plan, being aware of your options is crucial. The appropriate direction may significantly alter a situation. The structures you choose for investing, borrowing, and giving all have significant effects, and we can assist you in determining which ones best meet your requirements.
Improving your estate plan
We go above and beyond simply checking the boxes when we examine your estate plan with you. To enable you to develop and carry out better estate planning, we assist you in addressing the critical, all-encompassing questions.
International wealth advisory
Managing wealth is tough enough. Managing it over multiple countries, time zones and tax codes is even more so. We provide comprehensive wealth management services for those with international lives or families.