High Net Worth Services

As your net worth grows, so can your potential challenges and choices. We offer personalized, integrated services for individuals with higher net worth.

We’re experienced in helping professionals, executives, families —

including multiple generations — and business owners with higher net worth to assess their options. We can recommend advanced strategies designed to address your financial, legacy and tax-efficiency goals and objectives.

  • Looking to help reduce your tax exposure — including income taxes, capital gains taxes, net investment income tax or estate taxes

  • Actively or passively thinking about the sale or transfer of real estate, business interests or concentrated and/or highly appreciated stock holdings

  • Wanting to integrate your various financial, legacy and tax-efficient strategies

  • Looking for help identifying and simplifying your financial decisions from among varying options and approaches

  • Ready to coordinate with professionals who value relationships helping make your financial goals a reality

IF ANY OF THESE CONCERNS SOUND FAMILIAR, Let’s Talk.

Great conversations start with great questions — we’ll explore your concerns, goals and dreams so we can help you chart your course with ease and confidence.

Schedule a Meeting

A Team Approach

If we work together, we’ll come alongside you and connect you to our team and other subject matter professionals to help coordinate your financial, tax and legal considerations. We can also collaborate, with your permission, with any professionals you may already be working with, such as your CPA, estate planning attorney, realtor or others.

We can help in the following areas:

  • Sales of highly appreciated assets (businesses, real estate, stocks, etc.)

  • Business succession planning

  • Advanced legacy strategies

  • Planned and charitable giving strategies

You've worked hard for your wealth — let's help ensure it works just as hard for you. Click here to start exploring your personalized wealth strategy with our team.

START BUILDING YOUR High Net Worth Wealth Strategies

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Understanding Your Estate Tax Options

In this 8-page guide, we introduce three methods for helping to manage the amount of your estate subject to estate taxes. These strategies can potentially achieve tax savings on the future appreciation of your estate assets.

You’ll learn more about:

  • The two categories of gifts to consider

  • Strategies for potential loan transactions

  • The tax implications of various sale scenarios

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This content is for informational purposes only and is not intended to serve as the basis for financial decisions. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

This content does not constitute an offer, an invitation or recommendation to enter into any transaction or strategy. It is strongly encouraged that individuals consult with their tax & legal advisors, to provide advice and information on the tax & legal components of advanced tax-efficiency strategies in coordination and collaboration (with proper verbal or written authorization) with your financial advisor before pursuing these strategies concerning your particular situation.

Neither the firm, its agents or representatives of Advisors Excel (AE) or AE Wealth Management, LLC (AEWM) provide or offer tax or legal advice.

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