Advisors Equity Group

Advisors Equity Group (AEG) is a diverse multi-disciplinary financial services equity thinktank that provides access to a wide range of advanced tax, capital-efficient wealth management solutions and sophisticated risk mitigation strategies.

The solutions are delivered to clients globally through our founding members in a collaborative fashion. AEG Partners are licensed and/or registered to conduct business in their respective specialty fields, including but not limited to risk management, investments, financial planning, tax planning, estate and legacy planning, legal services, and family office services.
 
The diversity and caliber of our founding member firms creates a unique ecosystem where any necessary guidance and assistance from a “third party” can come from within, creating true value for all parties involved. Solutions are primarily tailored for high-net-worth families and individuals as well as corporate and institutional clients. The AEG model takes a holistic client-centric approach to planning with hyper-focused sensitivity to preserving wealth.