Private Clients

Mezrah Consulting's Private Client Group provides strategic wealth accumulation, wealth protection and wealth transfer planning to high net worth individuals and family offices. In working with our clients and their advisors, we share ideas and provide analysis that is relevant to solving a client's objectives. Creativity, innovation and analytics are at the core of our value add. Moreover, having the innate ability to ask the right questions as it relates to one's history, planning objectives, philosophy and goals is paramount.

Using proprietary solutions and analytical models, we are able to deliver objective recommendations to complex financial needs of sophisticated high net worth clients. With nearly four decades of experience in the industry, our team delivers solutions that are customized and proprietary to each Mezrah Consulting client with recommendations based on independent research and due diligence from a tax, cost and economic perspective. Below are our Private Client Practice's areas of focus:

» Private Placement Life Insurance and Annuity Strategies
» Wealth Transfer Consulting and Funding
» Offshore Strategies for Accumulating and Preserving Wealth
» Asset Protection Consulting