KNOW WHAT YOUR OPTIONS ARE

High Net Worth Services

As your wealth grows, so do the complexities of managing it. We provide tailored, comprehensive strategies designed to help meet the unique needs of high-net-worth individuals, empowering you to navigate both opportunities and challenges with confidence.

High net worth is generally defined as having liquid assets between $1 million and $5 million (or more) after liabilities are deducted. This wealth may include a combination of assets such as real estate, business interests, investment accounts, inheritances or even lottery winnings.

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.

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    Looking to help reduce your tax exposure — including income taxes, capital gains taxes, net investment income tax or estate taxes

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    Actively or passively thinking about the sale or transfer of real estate, business interests or concentrated and/or highly appreciated stock holdings

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    Wanting to integrate your various financial, legacy and tax-efficient strategies

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    Looking for help identifying and simplifying your financial decisions from among varying options and approaches

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    Ready to coordinate with professionals who value relationships, helping make your financial goals a reality

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High-net-worth individuals often share one or more of the following characteristics:

High-net-worth individuals often share one or more of the following characteristics:

Heightened tax exposure: Including income, capital gains, net investment income and estate taxes.

Strategic planning needs: Contemplating the sale or transfer of real estate, business interests or concentrated stock holdings in the near or long term.

Desire for integration: Seeking to align financial, legal and tax strategies into a cohesive plan.

Decision-making clarity: Looking for guidance to simplify complex options and confidently select the best path forward.

Value of collaboration: Appreciating professional relationships and seeking expert support to execute and achieve their goals.

If any of these resonate with you, let’s have a conversation. Our team takes a collaborative approach, working with both internal and external professionals to integrate financial, tax and legal strategies. We also seamlessly coordinate with any trusted advisors you already have in place to help ensure your vision is realized.

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

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.

Schedule a Meeting - HNW

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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.