Helping high-net-worth clients reach their goals
At Acute Wealth Advisors, 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.
It is absolutely essential that financial plans for high-net-worth clients are designed to protect against the one of the greatest dangers they will face — taxes. Unfortunately, more often than not, little to nothing has been done to properly allocate assets to protect against tax erosion.
Acute Private Wealth is designed to meet the specific needs of clients with a net worth higher than $5M. We endeavor to accomplish this by utilizing a team of estate planning attorneys and CPAs to help protect and grow wealth while reducing taxes.
Our Private Wealth services include:
- Hedge Funds
- Limited Partnerships
- Private Placement Offerings
- Custom Built Portfolios
- Options Modeling
- Advanced Tax Planning
- Trusts
- Tax Loss Harvesting
- Charitable Giving