About Capital Family Office

Let’s Talk

Who We Are

Our principal responsibility is the care and preservation of your family, your wealth, and all that it influences. Capital Family Office (CFO) is the ultra-high-net-worth division of Capital Investment Advisors. We emerged organically in response to those seeking dedicated family office services. We aim to deliver highly personalized guidance to affluent individuals and families seeking to simplify complicated lives.

What Is A Family Office?

A Family Office provides end-to-end solutions for managing the complicated financial and investment obligations required of affluent individuals or families. Its primary wealth management focus is on multi-generational goals and values, ranging in scope from investments to succession planning to wealth transfer to philanthropic giving. A Family Office also facilitates the day-to-day financial affairs of a family, including administration, bookkeeping, and reporting.

Other tailored services include:

Single Family Office
(SFO)

An office fully staffed with a CIO, CPA, attorney, et al. to handle the business of a single family. Generally, +$250M in assets is the level where an SFO makes economic sense.

Multi-Family Office
(MFO)

Structured with the staff and resources of an SFO but shared by multiple families (typically 5-15). This structure permits an ultra-wealthy family to gain economies of scale to achieve a semi-dedicated level of family office services. Generally, $100-250M in assets/family.

Capital Family Office

We designed CFO for High Net Worth individuals and families in the $10-250M range that desire a single point-of-contact. With this service, our Family Office Advisor would deliver bespoke family office services through a team of skilled advisors.

How do we do this? By adroitly harmonizing professional advice from diverse sources so that each individual and family can access the custom guidance they need when they need it.

We Are Dedicated:

  1. To your family’s values and constitution.
  2. To simplifying overwhelming decisions.
  3. To protecting you from unproductive strategies.
  4. To listening to what you need to meet your family’s unique goals.
  5. To supportive, custom solutions.
  6. To private market investing and careful integration with public securities.
  7. To you.

Managing the unique financial needs of high-wealth families can be complicated. We simplify it. Our advisors design modern, personalized portfolios that integrate diversified private-led investments and unify the governance of all your assets. In other words, we know you’ve worked hard to get where you are, and we aim to give you the peace of mind to enjoy it.

It is our privilege to serve as the principal representative for families seeking to harmonize these objectives, and we do so with the same humility and family-oriented values that CIA has delivered to over 4,000 families since 1996. At Capital Family Office, our clients matter to us.

In that capacity, we are Advisors. Investors. Problem Solvers. Empathizers. Teammates. Friends. Family.