The Bashir Group revolutionizes how you manage your finances.

We focus on Safety, Predictability, Liquidity and Tax Advantage

Tax Strategy and Mitigation

  • Tax Review

  • Tax Mitigation Strategies

  • Real Estate Tax Strategies

  • Proprietary Tax Strategies

Wealth Management

  • Customized Investment Policy
    Statement

  • Individualized Portfolio
    Implementations and Monitoring

  • Endowment Model Strategy

  • Fiduciary Advice

Insurance and Risk Management

  • Life Insurance Strategies

  • Property and Casualty

  • Policy Review and Audit

  • Premium Financing

  • Insurance planning review &
    implementation


Alternative Strategies

  • Opportunity Zones

  • Installment sales

  • Passive real estate investing

  • Asset class diversification

Together with our partner, Kingswood Family Office, headquartered in New York City and London, UK, we are collectively overseeing more than $3 billion in assets. We combine the resources and capital of a very large financial services firm with the personalized touch of a boutique company. For the LinkedIn Profile for Fahad Bashir the Managing Partner of The Bashir Group please click here: LinkedIn Bio