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.
We provide the following services to our private wealth clients:
Aul Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.