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Individual Services

At NSBN, we’ve specialized in working with individuals, private foundations, executives, and those in the arts and entertainment industry for over 50 years.

  • Tax planning, consulting and compliance to consider your complete tax picture and help you reduce your taxes and/or defer tax consequences

  • Estate and retirement planning to assist you in being prepared for retirement and planning ahead for estate taxation

  • Investment consulting, working along with your financial advisor, to assist in portfolio analysis, management and decisions

  • Working with insurance professionals to analyze your insurance needs

  • “Business management” services for our individual clients to allow you to focus on your career or your retirement, while we assist in keeping your day-to-day financial life running smoothly
OUR CLIENTS SPEAK FOR THEMSELVES

“At NSBN they’re very flexible and patient with the un-orderliness of the art world. They have experience with independent contractors, which a lot of filmmakers, writers, and painters are, so they’re not disturbed by it. They don’t seem shocked or surprised in any way. So I appreciate that.”

- John Nava, Artist