Services for High Net Worth Families Preserving & Growing Wealth with a Strategic Edge

For families with $3M+ in assets, retirement planning isn’t just about financial security—it’s about optimizing wealth, minimizing taxes, and securing a lasting legacy. Our firm specializes in sophisticated wealth strategies designed to preserve, grow, and efficiently transfer your assets.

Strategies for professionals, executives, families

and business owners. You may not be aware of the power of advanced techniques to address concerns with taxes, legacy and growth goals.

Philip Meese

Advanced Tax Strategies for High-Net-Worth Families

Managing taxes on highly appreciated investments, real estate, and business sales requires expertise. Our team works to reduce tax burdens across:

  • Capital gains on highly appreciated assets
  • Sale or transfer of a business or real estate interest
  • RMD taxes on large 401(k) and IRA balances
  • Estate taxes and tax-efficient wealth transfer to heirs
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A Unique Investment Strategy for Long-Term Growth

We utilize our Bastion Portfolio Design to secure and grow wealth in line with your personal goals. With advanced alternative investments and custom tax-efficient strategies, we help you realize gains with minimal tax impact.

A Team That Works for You

Our firm goes beyond traditional wealth management. We often work directly with your legal and tax preparation professionals to efficiently integrated strategies for you. Our team includes professionals with expertise across:

  • Alternative investments for accredited investors

  • Business sale and succession planning

  • Estate, Trust and advanced legacy design

  • Planned charitable giving

You've worked hard for your wealth — let's help ensure it works just as hard for you.

Philip Meese
Philip Meese

Custom Legacy & Estate Planning

Your legacy is more than just wealth—it’s about protecting and passing on what matters most. Our estate planning specialists work directly with your legal and tax professionals to:

  • Identify risks and protect your estate

  • Implement legacy funding strategies to amplify wealth for future generations

  • Establish multi-generational wealth structures for long-term security

If you share any of these concerns, Let’s Talk About Your Financial Future.

Schedule a confidential consultation at our Darien offices to discover how our specialized approach can help you optimize and secure your wealth.

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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. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. 

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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