CAP was originally created to serve the family of a successful serial entrepreneur. This family sought advice on traditional asset management, in addition to non-traditional investment offerings. The family desired that the wealth management team coordinate tax and legal advice into liquidity management, management of legal structures, and reporting.
Through this coordinated effort we accomplished the goal of freeing the family from the complexity of managing their wealth to pursue their personal aims. As an Independent Registered Investment Advisor, we are able to access the knowledge of the world’s largest financial institutions while maintaining the freedom to build to specific client needs.
Our goal is to create simplicity in our clients’ lives, rather than adding complexity to it. By focusing on each client’s unique goals, we free-up their time and their minds to focus on what is important to them.
Thorough analysis of assets, ownership, cash flow, structures to gain understanding of your current situation.
Organize & Present
Build personal financial site showing inventory of current assets, structures, cash flow including beneficiaries, trustees, liabilities, insurance coverages, and ownership.
Recommend & Implement
Develop plan to maximize current opportunities and address current deficiencies.
Repeat review process to address life changes, opportunities and law changes on interval necessary to meet client needs.