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

• 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.

Free Download

Understand the Sale of Highly Appreciated Assets

From this quick guide, you’ll learn about a variety of techniques to potentially reduce capital gains and help realize tax savings on the sale of highly appreciated assets. Five key strategies are covered in this FREE download.

You’ll learn more about

• Spreading taxable income into future years in order to take advantage of lower capital gains tax rates.

• Strategies to use for real estate, business, securities and C Corporations.

• Questions to consider when selecting an appropriate strategy.

Download Our Free Guide Download Our Free Guide

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 (business, 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.

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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