Welcome

The Nehme Group has customized highly sophisticated and personalized financial strategies to manage the wealth and expectations of an ultra-high-net-worth, international clientele. They include business owners, CFOs, CEOs, bankers, and generations of affluent families residing in the United States and abroad. We hold ourselves to an exceptional standard of service, rely on our knowledge of foreign markets and our awareness of tax changes.  There are no shortcuts to providing superior wealth management. 

For clients residing abroad, we offer tailored global portfolios that can be purchased and sold in their domicile – for purposes of fiscal transparency. For American corporate executives living abroad, the team applies its understanding of specific countries to help them maintain 401(k) and other obligations in the United States. We also help Merrill advisors serve international clients. We respect those relationships and strive to fulfill every need of those clients. We understand the positive impact our clients’ wealth will have on their future generations and pride ourselves on being well informed of the currency issues, inflation, wealth transfer and tax consequences that affect an estate in order to create the best possible outcome for this wealth transfer.

We came to Merrill for access to its global research and vast resources. We take investment positions after careful research and tailor each client’s portfolio to their risk tolerance, country of reference, and other considerations. This allows us to serve clients whose achievements, lifestyles, and heartfelt wishes demand thoughtfully-aligned wealth and estate planning strategies. We are privileged to serve the intergenerational wealth of an international clientele.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.