Generational Wealth
Confidence and trust create the foundation for lasting relationships. As your partner, we will coordinate every aspect pertaining to your wealth. Our team delivers a blend of expertise and comfort, grounded upon advice that is solely in your best interest. We are here to advise you through each stage of your financial life, freeing up your time so you can enjoy doing more of what means the most to you and your family.
Guiding you and your family towards your unique objectives
Protecting your legacy
At Strategic Family Capital, we cultivate personal relationships with you and your family to ensure our solutions exceed your expectations and adapt to future generations’ changing needs. Having a deep understanding of you and your family members’ unique considerations and your opportunities and vision is essential and guides us to be effective stewards of your legacy.
Strategies for life
Every family has its own special combination of aspirations and resources. Our focus is to deliver conflict-free solutions that work in concert towards your ultimate objectives. We are here to guide you to achieve your goals throughout the different stages of life and business, from growth and expansion, to transitions and succession planning – and will adjust your strategy as life evolves.
Comprehensive solutions to grow your legacy
- Portfolio Management / Investment Advisory
- Private Equity & Debt / Private Placements / Real Estate
- Venture Capital / Pre-IPO Opportunities
- Execution Services for Concentrated & Restricted Positions / Corporate Stock Sale Plans
Coordinated services to protect your legacy
- Retirement Planning / Cash Flow Analysis / Business Transition Planning
- Trust and Estate Services / Wealth Transfer Strategies / Charitable Planning
- Tax Planning / Liability Management
- Private Placement Life Insurance / Premium Financing