High net worth clients require special attention. Our proactive, high-touch team can help you manage your resources and reach your goals.
As your trusted advisors, we can help oversee your complex financial and tax picture. We work with teams of attorneys, bankers, investment managers, valuation experts and financial planners to make sure your needs are met.
If you are affluent — or aspire to be — let us put our experience to work for you, and help you preserve and grow your assets.
In addition to our traditional tax, accounting, consulting and wealth management services, we also provide specialized expertise to high net worth individuals:
Tax Services and Planning
We prepare tax returns for individuals, businesses and trusts, and assist clients with estate, gift, trust and charitable planning.
Bill Pay and Bookkeeping
NBZ provides a range of family office services to keep our clients’ lives running smoothly. For those who need compiled or reviewed personal financial statements for loans, licensing or investment purposes, we provide those as well.
Our wealth management services, provided through NBZ Investment Advisors, LLC, help high net worth clients manage their investments in a way that matches their long-terms goals, risk tolerance and tax circumstances.
Our guidance can help you make better decisions in a number of areas:
- Cash flow planning
- Family gifting and multigenerational wealth transfers
- Divorce planning
- Asset protection
- Purchase and sale negotiations
- Estate, gift and charitable planning
- Real estate investment and purchase advice
- Reviewing investments and opportunities
- Operating and investment agreements
- Household employment payroll