Aul Financial Group Services Private Wealth

AT AUL FINANCIAL GROUP, WE RECOGNIZE THAT HIGH-NET-WORTH CLIENTS NEED AND EXPECT A HIGHER LEVEL OF SERVICE AND REQUIRE MORE COMPLEX INVESTMENT STRATEGIES, ADVANCED TAX PLANNING, AND INNOVATIVE ESTATE PLANNING.

Financial plans for high-net-worth clients should be designed to protect against one of the greatest dangers 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.

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We provide the following services to our Private Wealth clients:

  • Limited Partnerships
  • Custom-Built Portfolios
  • Advanced Tax Planning
  • Trusts
  • Tax-Loss Harvesting
  • Charitable Giving