WEALTHY FAMILIES
Generational wealth plans can be complex. We work with you and your family on granular details that will benefit the family in years to come.
OUR CLIENT’S STORY
WE LISTEN
A family came to CapWealth after spending time entrusting another firm with their assets. They built and sold their family’s prosperous business, which generated a large sum. After reviewing their accounts, CapWealth transparently told them they weren’t handled properly.
The realization of past choices began to hit – How do we get back on track? What about our taxes? How do we continue to leave a family legacy?
We quickly had to untangle years of bad advice, change their portfolio strategy, and address floating loans they took due to the other firm’s advice. They have been clients for a several years, and they now have a strong plan that fits their sophisticated portfolio.
SOUND LIKE YOU?
AFTER LEARNING MORE ABOUT THEIR GOALS AND LIFESTYLE, WE DEVELOPED THE FOLLOWING:
WE THINK
Created an investment strategy suited for their goals.
Partnered with their current CPA and lawyers for deeper collaboration.
Helped with their complex tax and estate planning.
Created a strategy around their desire to leave a large chartitable impact and family legacy.
WE SOLVE
Working together, we created a plan that fits the couple’s needs and life goals. Helping them develop a plan that they can actually stick to is important to us.
The information presented in any video or blog is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance. CapWealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.
The product, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information. For other CapWealth Advisors’ disclosures, click here.