Who We Serve

High-Net-Worth Families and Business Owners

Sophisticated Wealth Management for Your Legacy

At Amplius Wealth, our fiduciary team serves high-net-worth families who aspire to grow, preserve, and efficiently transfer their wealth for future generations. As a multi-generational family business ourselves, we have a unique understanding of the challenges that come with managing significant assets, a closely-held family business, and the interplay of family dynamics. We provide a comprehensive framework that blends quantitative strategy with qualitative guidance for effective family legacy planning.

Exit Planning

Starting With The End In Mind

Qualitative, Intentional & Nuanced Planning

We have deep expertise working with owners of closely-held family businesses—be it the first generation founders, second, or third generation and beyond. Planning for an inter-family transfer, a minority sale, or outright majority sale all require careful, detailed planning with a trusted team of professionals.

We seek to provide both qualitative and quantitative guidance to uncover the goals of the business, the decision makers, and the non-business associated family members, to maximize values and align interests for a successful transition or exit.

Estate and Legacy Planning

Securing Your Peace Of Mind

Values-Based Approach To Your Legacy

Comprehensive estate planning is essential to safeguard family wealth, protect sensitive assets, ensure privacy, minimize tax implications, and optimize family inheritance to align with your long-term goals.

At Amplius, we offer a wide range of estate planning services designed to address the nuances of your financial situation. We take a holistic, educational, and values-based approach to estate planning to assist in developing a rock-solid estate plan, which balances the various components of tax-efficiency, simplicity of transfer, emergency planning, and preservation of long-term wealth.

Too often we find clients have little to no knowledge of what their current estate plan is, or where their planning is lacking. We take pride in illuminating your picture, so that you are better equipped for decision making.

Tax Planning

Seeking Long-Term Tax Minimization

Optimized For Multiple Generations

Reducing tax liabilities while preserving wealth is a cornerstone of our financial strategy at Amplius Wealth. We provide customized tax planning services that are designed to align with your overall financial goals – with consideration for both the short and long-term. We find tax planning often incorrectly focuses too narrowly on the here and now, while there is much more nuance to consider over a long time horizon. We seek to help reduce your cumulative, lifetime tax, not just the current year’s obligation.

Our experienced team works diligently to develop strategies that optimize your tax situation so you retain more of your wealth for you and for your future generations, with consideration of ever-changing tax legislation.

We can help.

Let our team of fiduciary financial advisors guide you towards protecting, growing, and transferring your wealth. Contact us today to get started.