Start with your priorities.
A brief intake looks at your goals, current professional team and the decisions that need coordination.
Private client coordination
Your wealth has a team.
Give it a center.
For families with $5M to $10M+ net worth. Bring tax, protection and legacy decisions into one written roadmap, alongside your CPA and attorney.
Education-first coordination. No investment management.
The professional team / coordination drawing
Connect the silos.
CPAATTORNEYINSURANCE
Tax leakage
Missed opportunities
No one owns
the full picture
the full picture
Your family at the centerNeXpathPrivate coordination
Separate decisions. An incomplete picture.
Your professionals keep their expertise. NeXpath connects their decisions.A coordination model, not financial advice.
The gap we close
A capable team can still
leave an incomplete picture.
A tax decision reaches beyond the tax return. Insurance choices affect liquidity. Estate plans depend on ownership and beneficiaries. When those conversations stay separate, the family carries the work of connecting them.
NeXpath serves as the coordination hub. We help identify the gaps, put priorities in writing, and support implementation with the professionals already at your table.
Privacy-first coordination. Your CPA and attorney remain your advisors.
The scope of coordination
Three areas.
One family picture.
Each area has a place in your written roadmap. The tools depend on your situation, including insurance when it fits.
Tax strategy education
+ coordination
With your CPA
+ coordination
Understand the legal tax strategies worth discussing with your CPA. We help put the opportunities in order and coordinate decisions across your professional team.
- Education on strategies relevant to your situation
- A written roadmap and action plan
- Your CPA handles tax advice and implementation
Protection + liquidity
design
Insurance-based
design
Consider coverage in the context of income, obligations and legacy goals. Insurance-based design focuses on long-term stability and access to liquidity.
- Coverage aligned with your family's obligations
- Cash value life insurance considered when appropriate
- Insurance is a possible tool, not a requirement
Legacy alignment
With your attorney
Bring your estate attorney into the conversation around ownership, beneficiaries and family continuity. The coordination helps each decision reflect your legacy intentions.
- Beneficiary and ownership structure reviews
- Coordination with your estate counsel
- Multi-generational continuity considerations
Education and coordination only. We do not provide tax, legal or investment advice.
Read the full service scopeFrom conversation to writing
A roadmap first.
Support to carry it through.
Bring the decisions together.
We work alongside your CPA and attorney to align tax, legal and insurance considerations in one plan.
Put the roadmap to work.
Your written roadmap guides execution, with implementation support for you and your professional team.
The deliverable is a written roadmap your family and professional team can work from.Coordination, in writing
The person connecting the picture
Frank Mbanusi
CEO & Managing Partner
Frank leads NeXpath Financial's work across tax strategy, estate planning coordination and insurance structures for high-income business owners and professionals. His role brings the family's tax, legal and insurance conversations to the same table.
More about Frank and NeXpathBefore we speak
A few boundaries,
made clear.
Will you replace my CPA or attorney?
Your existing team stays in place. NeXpath coordinates decisions with them so tax, protection and legacy considerations can be discussed together.
Is this tax, legal or investment advice?
We provide education and coordination. Tax advice comes from your CPA, legal advice from your attorney, and investment advice from an appropriately licensed investment professional. NeXpath does not manage investments.
Do I have to purchase insurance?
Insurance isn't required. When appropriate, insurance-based strategies may be considered as part of protection and liquidity design. Your situation determines which tools belong in the plan.
What happens on the private fit call?
The 15-minute conversation covers your priorities, possible coordination gaps and whether NeXpath's approach fits. You'll discuss a clear next step without an obligation to engage.
A private conversation
Where does your
picture need connecting?
Start with the decisions already on your desk. A private fit call helps determine where coordination could help and whether we're the right fit.
NeXpath Financial / private fit call
15 minutes to establish fit.
An educational conversation about your priorities, coordination gaps and a possible next step.
Request a Private Fit CallNo obligation. Please keep account numbers and sensitive financial information out of email and website forms.Telephone
Dallas office
3626 North Hall Street (Two Oak Lawn)Suite 610, Dallas, TX 75219