NiBank’s Wealth Management and services are designed to provide holistic solutions for preserving and growing wealth. We offer a personalized financial strategy, which includes:

• Dedicated Wealth Advisory: Bespoke guidance on portfolio allocation, risk mitigation, and long-term financial planning.
• Co-Investment Opportunities: The chance to invest alongside NIBank in high-quality ventures.
• Alternative Investments: Access to a variety of private equity, debt, and other niche financial instruments to diversify portfolios.

For ultra-high-net-worth families, the Family Office Advisory provides discreet and comprehensive support. This includes:

• Full Spectrum Lifecycle Management: Services for wealth preservation, estate planning, philanthropy, and succession.
• Investment Oversight & Tax Strategy: A dedicated team manages investments and optimizes tax structures for
  intergenerational wealth transfers.
• Tailored Family Governance: Assistance in establishing frameworks for family decision-making and education.

NIBank is distinguished by its seamless, integrated wealth model, a unique co-investment approach, and a strong focus on personalization, discretion, security, and compliance.