At Aul Financial Group, we recognize that high-net worth clients may need a wider arrangement of products and services which require a more complex investment strategy, tax-efficient strategies, and legacy planning.
Financial plans for high-net-worth clients should be designed to help protect against one of the common risks they’ll face — taxes. Unfortunately, assets are not often properly allocated to protect against tax erosion.
Our Private Wealth division is designed to help meet the specific needs of clients with a net worth higher than $5 million. We accomplish this by partnering with estate planning attorneys and CPAs to help protect and grow wealth while reducing taxes when possible.