It's Time
to consider legacy. to create a roadmap. to find the right tools. to be patient. to enjoy.
Our principal responsibility is the care and preservation of your family, your wealth, and all that it influences.
Our Purpose
At Capital Family Office, we believe life is short, but legacies can be long. Significant wealth demands significant attention. That attention is our business; your precious time is yours. Let us give you the freedom to enjoy it how, when, and with whom you want.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
– Warren Buffett
Our Approach
There is no one-size-fits-all financial plan. Each family is unique, and no one knows it better than you. Our job is to listen and adapt to all the moving parts of your life. The more we know about your specific objectives, the more we can apply our expertise to help get you where you want to go.
Our Services
Private Equity
Financial & Legacy Planning
Centric Advisor Coordination
Custom Quarterly Reporting
Our Playbook
Private Equity
Private Credit
Real Estate Investments
Our Philosophy
Beating the market is hard.
Forecasting it is even harder.
Attempts to forecast the market are often misguided, but the inevitable fluctuations and corrections can present opportunities: the rash decisions of impatient investors ultimately benefit the patient ones.
Time in the market trumps timing the market, especially when combined with our dynamic outlook. We pinpoint your financial targets, rebalance risk according to your comfort level, and construct a private investment-inclusive portfolio built for durable growth.
As the nerve center and command post, we handle your affairs with a team of trusted advisors, adding new ones if necessary. Our family-driven plan of attack keeps values and legacy front of mind. The numbers change so that your relationships don’t have to.
We are Advisors. Investors. Problem Solvers. Empathizers. Teammates. Friends. Family. Do the things you want to do, and leave the rest to us.
