Personal Tax and Wealth Management

Nexia SSY can help business owners, executives and other individuals benefit from strategic financial planning, identify financial goals and set an action plan for building and preserving wealth. We offer a wide range of wealth management services, for example managing cash flow and debt, reducing tax liability, identifying tax planning opportunities and avoiding potential pitfalls, improving your investment portfolio, planning charitable giving, making retirement provisions and advising on the use of offshore and other specialist trusts and other tax savings vehicles.