Services & Strategies

Reimagining Specialized Strategies for Superior Results

The Niemann Group is a full-service family tax office and consulting firm bringing valuable, bold planning to our clients. We execute exceptional personalized solutions with precision to get the results you’re looking for.

Our Offerings


 

Family Tax Office Services

  • Family Tax Director & CFO

  • Oversee all income tax planning and compliance

  • Wealth Transfer Planning

  • Education for Successors

 

 

Solutions for Business Owners, Private-equity, and M&A Professionals

  • Pre-Sale Income Tax Structuring

  • Post-Sale Income Tax Structuring

  • Corporate Tax Reduction Strategies

  • Executive Retirement Plans

 

 

Tax Reduction & Liquidity Enhancement Solutions

  • Reduction of Income & Estate Tax

  • Estate Tax Minimization Structuring

  • Liquidity & Charitable Planning

  • Maximize Wealth to Family and Charity

 

 

Value-Added Consulting

  • Fee-Only Tax Advisory

  • Life Insurance Advisory

  • Private Placement & Premium Finance

  • Split-Dollar Planning

  • Complex Case Implementation and Management

  • Tax-advantaged Coverage

 Exceeding Expectations at Every Turn


We’re confident our services will exceed your expectations at every turn. We’ll work in collaboration with your current advisor team to create and implement a holistic plan that provides innovative ideas and maximum value. Regardless of your goals, the Niemann Group focuses on strategic and creative solutions to create effective, positive change that make even the most complex cases achievable.

If you’re ready to take your tax and wealth planning to the next level reach out today.