Our Solutions
Strategic Family Capital is a wealth management and advisory practice with a specialized focus serving successful entrepreneurs and their families, delivering solid results, advising domestic and international clients. Our multi-disciplined approach delivers a competitive advantage to exceed the needs of founders, closely held business owners, corporate executives, and family offices.
Delivering a boutique experience grounded in institutional expertise
Introducing best-in class resources into every stage of your financial journey
Investment management, Founder Services, Generational Planning, Capital Market Solutions
Investment Management
Stay at the forefront of the investing landscape. Our solution-based approach to investing guides you to achieve your goals by balancing wealth preservation with high conviction investment opportunities. We offer unique access to investors, bringing extensive insight across traditional asset classes, as well as alternative investments including private equity and debt, hedge funds, real estate, private placement deal flow, and venture capital.
Founder Services
Guiding your business through its strategic next step. We bring specialized knowledge and deal-related solutions to all phases of the business lifecycle, striving to secure to the best outcomes for you, your family, and your business. All strategies are tailored and designed around your business vision, be it to raise capital, acquire, sell, or transfer your company to the next generation or to employees. We have a deep network of strategic organizations and capabilities to provide valuation assessments, market analysis, and strategies for growth and value creation, as well as transitions, making us a steadfast partner for you and your business.
Generational Planning
Beyond helping you grow your wealth through investments, our commitment is to ensure that your accomplishments are safeguarded to serve you and your family well into the future. You have worked hard to achieve success in life – together we will design a flexible roadmap to create the legacy you envision. Our team conducts thorough reviews to determine your risk exposure, and will reveal if you are maximizing your tax, legal, and insurance options.
Capital markets solutions
A boutique experience grounded in institutional expertise. Our extended team of innovative bankers and analysts deliver unmatched access and reach, designing a range of options for your unique priorities. The comprehensive investment banking solutions we offer encompass merger and acquisitions advisory, initial and follow-on offerings, restructuring and repositioning, and institutional private placements. Additionally, we offer expert trading services, tailored to meet your needs as they evolve, with specializations in concentrated and restricted positions – as well as access to the global equity and fixed income markets through corporate finance, advisory, and equity research.