Multi-Family Office Services

At Benzer, we are a private wealth management firm where we provide Multi-Family Office Services and develop customized strategies for multi-generational wealth management for successful affluent entrepreneurial families, their businesses, and institutions. Our clients have sought us out for our wealth management which consists of proprietary investment management, tax mitigation, and advanced planning strategies. In each case, we take the time to understand our client's needs and develop solutions.

We deploy a three-pronged approach to Multi-Generational Wealth Management:

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Investment Management

Proprietary Investment Management philosophy that focuses on creating high value and growth with a watchful eye on cost and taxes.

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Tax Mitigation

Planning to provide maximum after-tax long-term value.

“Our most successful clients and entreprenuers don’t take the most risk - in fact they take the least amount of risk to get the most from their investment”
— Salim A. Nathani, Founder
Modern house with wooden exterior and stone steps in a mountainous landscape with rolling hills and distant snow-capped peaks at sunset.

Advanced Planning

Deploy traditional and innovative tools in Wealth Creation and Enhancement, Wealth Protection, Wealth Transfer, Maximize Charitable Contributions, Business Growth, and Transition Strategies.