Once we have formally presented you with your customized plan, it’s up to you to decide on the implementation strategy. Since you will be armed with everything you need to carry out your plan yourself, you have a variety of options. Some clients review the plan but are not necessarily ready for implementation. Others will to take matters into their own hands and implement the plan themselves. Depending on the complexity of the N&C wealth protection plan and the amount of time you have, N&C can implement the plan for you. We’ll ensure that your plan is carried out properly and according to your wishes. Whether it’s filling out and processing your offshore bank account application, gathering and processing the appropriate Know Your Customer (KYC) paper work, coordinating different advisors (Independent Asset managers, Annuity Providers, Tax Advisors, Accountants, etc) or just helping to keep the process moving, N&C can put all aspects of your plan into effect.
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