Family Office & Trustee Services

Client First Capital Solutions:

Family Office & Trustee Services

For individuals and families with over $50M 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.

wealth management
Savvy Wealth Podcast: Blending Your Family In Wealth (18:50)
Our Approach to Fees: Fees are structured based on the breadth of services required.

We have three service options to choose from to best suit your needs:

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If you are interested in working with us then please drop us a line, we would love to hear from you.

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