Services for high net worth individuals (HNVI)

In today's world, where individuals and entrepreneurs face a variety of financial problems, ensuring sustainability and effective financial management has become increasingly important. Wealthy persons (HNVI — High-Net-Worth Individuals), which have significant financial assets, have special needs and require a special approach to managing their funds. Lex & Finance provides specialized financial and other services tailored to the needs and interests of high net worth clients.

Investment management:

For individuals with high net worth, investment management is a key aspect of growth and capital preservation. Lex & Finance offers an individual approach to each client, taking into account his financial goals, risk profile and preferences. Our team of professional financial advisors has in-depth market knowledge and investment management experience. We help clients develop investment strategies, diversify their portfolios, and regularly review and review investment decisions to increase performance and reduce risk

Financial planning:

One of the basic services provided by Lex & Finance is the development of a personalized financial plan for each client. We consider the current financial situation, objectives, planned expenses, tax liabilities and other factors to help clients determine the best strategies and actions to achieve financial stability and long-term goals

Tax planning:

Lex & Finance's comprehensive financial services also include tax planning, which is especially important for high-net-worth clients with varying incomes and assets. Our team of tax experts will help you optimize your tax burden, provide tax advice and help structure financial transactions to minimize tax risks and maximize statutory tax benefits.

Family law and inheritance:

Lex & Finance also offers services in the field of family law and inheritance, which is especially important for wealthy families involved in the inheritance of property, division of property or other issues related to family relations. Our legal team specializes in family law and is ready to provide quality legal support and advice.

Asset Protection:

for individuals with a high net worth, asset protection is an important strategy to protect their capital from potential risks and claims. Lex & Finance helps develop tailored asset protection strategies, including the creation of trusts and legal structures that help reduce risk and ensure confidentiality.

Succession planning:

when it comes to inheriting clients with high net worth, it is important to ensure a smooth and efficient process. the process of transferring assets and businesses to heirs. Lex & Finance provides specialized services in estate planning, wills, trust formation and other arrangements to ensure smooth succession and reduce tax and legal risks.

Lex & Finance offers high quality financial and other services to dear persons, providing a personalized approach, professionalism and confidentiality in the service of our clients. We strive to become a reliable and long-term partner for wealthy clients, providing them with successful financial asset management and growth. Our goal is to help clients achieve financial stability, preserve and increase capital, and provide security and prosperity for future generations.