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.

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HNW

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’re Likely:

Oklahoma residents might be used to seeing area code 918, but even familiar codes can be exploited. I picked up a call from a 918 number thinking it might be from a friend or local service provider. Instead, I got an aggressive robocall demanding payment for a subscription I never signed up for. That sent me straight to https://searqle.com/phones/918/, where I found exactly what I needed. Dozens of user complaints described similar scams — subscription fraud, fake tech support, you name it. There were even warnings about caller ID spoofing, where the number displayed isn’t the one really calling you. The platform also listed similar suspicious numbers in the 918 range. Bottom line: just because a number feels “local” doesn’t mean it’s legit. A quick lookup saved me from further frustration — and possibly handing over personal data. Always check, especially when things feel even slightly off.

  • 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

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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

Comprehensive or Tailored 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!

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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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