Know what your options are

High Net Worth Services

As your wealth accumulates, so does the strategies of managing it.
We provide tailored, comprehensive solutions for high-net-worth individuals.

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

We guide high-net-worth individuals and families, including those across multiple generations and business owners, in making informed decisions. We offer advanced strategies tailored to help you achieve your financial, legacy, and tax-efficiency goals.

If you have $3 million or more in net worth, you’re likely:

We guide high-net-worth individuals and families, including those across multiple generations and business owners, in making informed decisions. We offer advanced strategies tailored to help you achieve your financial, legacy, and tax-efficiency goals.

Looking to help manage 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.

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.

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 and legal advisors, to provide advice and information on the tax and 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.

Start Building Your

High Net Worth Wealth Strategies