Phase III: Management of Your Financial Team and Wealth Plan
Managing your financial team is no small feat. And if you’re dealing with international advisors who are in different time zones, the task becomes that much more difficult. Informing your CPA in Boston, a money manager in Singapore, a bank in Denmark, and an insurance company in Zurich that you’ve decided to change your beneficiaries or that you have an addition to the family, for example, can be a time consuming process. If you are as busy as we think you are, you’ll prefer to have a trusted, objective financial “quarterback” to manage your entire financial team from an administrative perspective.
And that’s where N&C can help. You only need to make one call to us and we’ll handle the rest. We will assemble and manage your entire financial team giving you the freedom to do what you do best - explore new opportunities and adventures. Plus, we’ll ensure that all parties are focused on your goals – not theirs.
Let N&C handle the administrative tasks of managing your wealth. For example, we can:
Arrange for and expand new banking relationships (opening of banking accounts)
Ensure document compliance
Research tax optimization through trusts & offshore companies
Provide information and advice on relocation or change of domicile
Research tax efficient and fully compliant structures
Offer advice and support in insurance matters
Manage and coordinate your entire financial team including but not limited to your: Private Banker, Money Manager, Trust Attorney, Estate Planner, Insurance Provider, Accountant, CFP, etc.
We'll work with your current team or we can recommend advisors from our own network. We'll ensure that all parties are committed and focused on your goals.
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