Financial Planning

— Complex Needs, One Comprehensive Strategy

Truly integrated financial planning

The level of financial planning our clients look for requires a holistic approach and complete integration. Many firms can create cash flow or tax projection. Our team takes an all-inclusive snapshot of some of the most complex financial situations and integrates the full range of needs into one comprehensive plan.

This process requires efforts from highly-skilled professionals across the firm—allowing us to add value in areas related to tax, estate, lifestyle management, legal expertise, and more.

Thorough Analysis, Tailored Strategies

Planning with precision, aligned with purpose

We are careful to review the entire financial background of each client before making any recommendations.

The financial plans provide recommendations on the following:

Retirement projections and scenarios
Cash flow and debt management
Investments, investment allocation and pensions
Education saving
Tax planning and strategies
Insurance
Estate planning

Our aim is to provide clarity to the following:

Define family goals and establish time horizons
Multi-scenario cash flow modeling
Asset, liability and cash flow management
Short and long-term liquidity requirements
Philanthropic tax strategies
Retirement funding analyses
Corporate asset accumulation plans and corporate benefits planning

— Your Goals, Our Expertise

Curated investment strategies beyond the conventional

At Nosinu, we understand that traditional portfolio models — like the standard 60/40 allocation — often fall short in addressing the unique objectives of today’s sophisticated families and entrepreneurs. That’s why we take a broader, more nuanced approach to investment strategy.

Through carefully selected partnerships and in-house expertise, we offer clients access to exclusive opportunities across both public and private capital markets — including alternative assets typically available only to institutional investors. The result is greater diversification, enhanced resilience in volatile markets, and investment strategies tailored to your long-term vision.

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