Managing substantial wealth requires more than traditional financial planning—it demands specialized strategies to preserve assets, optimize investments, and manage tax efficiency. At Fellows, we provide tailored financial solutions to help high-net-worth individuals grow and protect their wealth while planning for the future.

If you have $10 million or more in net worth, you likely are:

• Looking for ways to potentially reduce your tax exposure
• Actively or passively thinking about the sale or transfer of real estate, business interests, stock holdings, etc.
• Looking for help identifying and simplifying your financial decisions
• Ready to coordinate with professionals who value relationships

We work with business owners, industry leaders, executives and retired professionals, offering advanced strategies and specific services to address potential opportunities and challenges that come with high net worth.

Whether you want to preserve assets for future generations, continue amassing wealth or pursue new interests, we can work with you on a variety of issues.

Key Areas of Support for High-Net-Worth Individuals:

• Advanced Investment Strategies—Custom portfolios aligned with your risk tolerance and long-term goals.
• Tax Mitigation—Strategies to minimize capital gains, estate taxes, and income tax liabilities.
• Asset Protection & Risk Management—Protecting wealth from unforeseen legal and financial risks.
• Legacy & Estate Planning—Ensuring your wealth is transferred efficiently and according to your wishes.
• Philanthropic Giving & Charitable Trusts—Structuring donations for maximum impact and tax benefits.