Safeguarding Your Most Valuable Assets

Nysa Partners takes a holistic approach to preserving our clients’ wealth. We employ dynamic and multi-faceted asset management strategies to adapt our capabilities to the changes and preferences of each family. Our in-house wealth management experts are well-versed in facilitating the seamless coordination of the complexities of substantial wealth while shaping each strategy to specific regulatory, legal and tax requirements.
We firmly believe that proper tax planning lies at the heart of effective estate management and work closely with clients to analyse income structures, evaluate shareholding, assess property transactions and establish intellectual property rights to achieve the optimal resolution. As with all strategies, we maintain close communication with clients to ensure they remain fully informed of all performance updates while adjusting strategies as needed.

We attribute our investment success to our firm-wide emphasis on continuous guidance. We begin each partnership with in an-depth evaluation of all financial goals and expectations while working to understand each client’s environment, network and investment values. After defining a distinct investment profile, we compile a broad view of all assets including transaction history, timeline objectives and appetite for risk.
Our discretionary investment management services range from strategic advice and asset allocation to manager selection and market research. We review investment performance weekly to measure performance expectations and report on current performance at multiple levels.

At Nysa Partners, we understand that investments, businesses, foundations and family estates represent a unique set of shared values, principles and priorities. Our advisors are adept at establishing organisational structures that support the sustainable longevity and preservation of family and corporate interests. Whether working within a family council, board of directors or management committee, our focus remains on helping each individual member gain a thorough understanding of their distinct roles and responsibilities. As an extra service to our clients, we provide education and training programmes to ensure that future generations are fully equipped to continue their family legacy. Our corporate & family governance services strive to prevent unnecessary conflict and grant each individual member a voice while establishing positive structures to relationships between family members, directors, employees and stakeholders.