High Net Worth Services
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
A Team Approach
We offer a refined potential network of subject matter professionals to help coordinate your financial, tax and legal considerations. We can also collaborate with any professionals already on your team such as your CPA, estate planning attorney, realtor and 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
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. 6/24 - 3246201