Client First Capital Solutions:
Family Office & Trustee Services
For individuals and families with over $100M in investable assets, we provide a personal / family office solution spanning the services listed below. Our methodologies and services are proven to simplify complex situations seamlessly with your goals leaving you to focus on living your best possible life during and after your career.
Family office services include:
Wealth Management Services including wealth preservation strategies, income strategies and multi-generational strategies
Custom Investment Advisory encompassing portfolio design, asset allocation and concentrated portfolio protection
Executive Compensation to include stock options, restricted stock, executive nonqualified plans, insurance and legal services
Business Structure Planning including business succession, buy/sell and retirement plans
Proactive Estate Planning Services including IRS calculations on asset transfers
Trustee Services working with Fidelity’s Trust company and Client First Capital
Tax Strategies centered around multiyear planning
Philanthropic Planning including charitable giving strategies, foundation setup, and managing 501(c)(3) entities
Family Financial Support and Management including mentoring family members on financial literacy
Bill Pay Services including managing bills and banking activity as well as credit, includes mortgage and lending
Consistent with our values, we provide a tailored experience that synchronizes all the moving pieces in your life and provide support whenever and wherever you and your family need it.
Our Approach to Fees: Fees are structured based on the breadth of services required.