Christopher Michelsen, CEPA®
Founder & Advisor
Chris founded Strategic Family Capital to partner more closely with successful entrepreneurs and their families and solve their unique and evolving needs, drawing on his expertise advising high-net-worth families and institutions for over 25 years. Along with his team, Chris delivers tailored wealth management, planning, and business solutions throughout the lifecycle, from capital formation to transitions. His approach centers on providing tailored guidance and comprehensive resources to accomplish his clients’ distinct goals and reach targeted outcomes.
With decades of experience managing investments and all aspects of wealth for high-net-worth families, Chris focuses on bringing proven strategies to advance the financial health and legacies of successful entrepreneurs and steer them through any intricacies. Additionally, he oversees the investment management for his clients, constructing goal-based portfolios and driving the overall investment philosophy.
Chris began his career in finance nearly 25 years ago and enhances client solutions with his wealth of knowledge and deep industry insight. He entered the industry through the trading floor of the New York Stock Exchange and has a history of helping successful families and institutions at UBS that spanned more than two decades prior to Strategic Family Capital.
An honors graduate of New York University, Chris holds degrees in Economics and Business. Chris has also attained FINRA licenses in multiple practice areas as well as achieved the Certified Exit Planning Advisor designation from the Exit Planning Institute.
Chris is an active and devoted family man. He lives in Wilton, CT with his wife and children.