Building a Tax-Free Legacy for Your Family, One Step at a Time.
With a personal real estate portfolio worth over 200 Million, Nizan Mosery has the knowledge and experience to guide you through the complexities of building a lasting financial legacy.
Whether it's securing your retirement or expanding your real estate holdings, our plan ensures that your wealth works for you—today and for generations to come.
“The Generational Wealth Plan isn’t just about today. It’s about building something lasting for tomorrow.”– Nizan Mosery, Founder
Assets Under Manager
Total Units Owned
Our financial advisor services are fully personalized to your unique goals and financial situation, ensuring a tailored approach that aligns with your vision for wealth and long-term success.
View All Services
We believe wealth is not just about what you earn—it's about what you preserve and pass on.
Our Generational Wealth Plan, created by Nizan Mosery, combines over 40 years of expertise in tax-free retirement solutions, cash-flowing real estate, and advanced trust structures to help you build sustainable, generational wealth.
Testimonials
Testimonials
Testimonials
Years of collective experience in providing strategic consultancy services
Total Units Owner by Nizan Mosery
Assets Under Management
.png)
