KNOW WHAT YOUR OPTIONS ARE
KNOW WHAT YOUR OPTIONS ARE
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.
If you have $3 million or more in net worth, you face unique financial opportunities and challenges. Our team can help by:
We work with you to develop strategies that help minimize income taxes, capital gains taxes, net investment income tax and estate taxes. Our goal is to help protect and grow your wealth while reducing unnecessary tax burdens.
Whether you're actively or passively considering the sale or transfer of real estate, business interests or concentrated and/or highly appreciated stock holdings, we offer insights to create smooth and effective plans for major transitions.
Your wealth deserves a unified approach. We help integrate your financial, legacy and tax-efficient strategies, ensuring all aspects of your financial life picture work together seamlessly as you focus on your long-term goals.
Financial choices can feel overwhelming, especially with numerous options and approaches available. We provide clarity and help simplify decisions, making it easier to make the right choices for your unique situation.
We value relationships and understand the importance of working with a trusted team. We'll collaborate with you and other financial professionals, coordinating efforts so your goals become a shared priority and, ultimately, a reality.
A Team Approach
A Team Approach
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.
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.
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.
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.
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