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Learn the Nexxess Strategies of the super wealthy!

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Tom Southard

Email: tom.southard@nexxess.com

Phone: (408) 476-1254

Provided Services: Capital Deferment Trust

Bio and Expertise: Tom Southard is a Nexxess Trust Consultant in the San Jose area.

For more information about the Nexxess Capital Deferment Trust or other Nexxess products, please select Request a consultation.

Request a consultation

Our services

Asset Protection

Asset protection involves implementing strategies to safeguard wealth and possessions from potential risks, creditors, and lawsuits. Benefits of asset protection include improvements in Legal Liability, Creditor Protection, Estate Planning, Professional Liability, Privacy Concerns, Divorce Protection, Economic and Political Stability, and Deterrent Effect.

It is important to utilize asset protection ethically and within legal bounds. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset protection.

Asset Privacy

Asset privacy refers to the protection of your financial information and confidentiality of wealth and assets. Asset privacy can enhance Security and Personal Safety, Protection from Opportunistic Claims, Business Competitiveness, Estate Planning and Family Dynamics, Personal Privacy Preferences, Reducing Targeting by Scams and Fraudsters, Legal Compliance, and Minimizing Public Scrutiny.

It is essential to balance the desire for privacy with legal and ethical considerations. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset privacy.

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Asset Control

Asset control refers to the ability to manage and oversee assets effectively. Asset control is important for Financial Planning, Risk Management, Strategic Decision-Making, Estate Planning, Tax Efficiency, Adaptability to Life Changes, Protection Against Fraud, Meeting Financial Goals, Peace of Mind, and Asset Protection.

Using multiple strategies, including the Spendthrift Provision, Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal asset control to build and protect wealth in the present for the benefit of Beneficiaries in the future.

Tax Benefits

Reducing taxes is a common financial goal for individuals and businesses. Legally reducing tax liabilities can help with Increased Disposable Income, Wealth Accumulation, Retirement Planning, Business Competitiveness, Investment Growth, Economic Stimulus, Encouraging Compliance, Family Financial Planning, Asset Protection, Estate Planning, and Social Responsibility.

While reducing taxes is a legitimate financial goal, tax reduction should be done ethically and must be done within the bounds of law. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you strategize and implement ethical and legal tax reduction.

Peace Of Mind

Peace of mind is a state of mental and emotional tranquility, free from stress, anxiety, and worry. Having peace of mind is known to enable Physical Health, Improved Mental Health, Enhanced Cognitive Function, Increased Resilience, Better Relationships, Quality of Life, Increased Productivity, Better Sleep, Emotional Balance, Effective Coping Mechanism, Increased Happiness, and Longevity.

Knowing that you have the ability to better protect and control assets, increase capital investments, and streamline transition of asset control to beneficiaries can improve your peace of mind. Nexxess Business Advisors Client Services team, CPAs, and Attorneys can help you increase peace of mind by strategizing and amplifying economic stability and opportunity.

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Free Consultation

Everyone deserves a free consultation. The right thing to do before you make financial decisions is to know your options. Give us a call or send us your information so we can help you.

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