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Solutions for Big Four and Consulting Professionals

Comprehensive wealth planning and investment services tailored to your goals, delivered by experienced financial advisors.

How we can help.

We have extensive experience working with tax, audit, and consulting professionals across the country, which means we understand your distinct needs and are uniquely positioned to help you achieve your financial goals.

Maximize Your Benefits
As professionals in some of the world’s most impactful companies, you have unique benefits—and for some, ownership in the firm. We understand how to incorporate these benefits into your broader financial picture and support your needs throughout your career and after.

Navigate Independence Requirements
We help navigate the complex independence requirements of your firm, carefully selecting investments that maintain and adjust to your firm’s compliance program, so you can invest with confidence.

401(k) Advice
Your 401(k) is one of the most important pieces of your wealth. As a leading advisor to retirement plan sponsors, we leverage our resources and experience for your benefit. For certain firms, we also offer our Retirement Allocation Program, which provides monthly advice from our investment experts.

Big Four partners have unique financial needs and often complex partnership benefits. Because of their firm’s audit relationships, they also have unique investment restrictions. Through decades of experience serving Big Four executives, CAPTRUST has developed both specialized expertise and a set of diversified investment portfolios that adhere to these restrictions. We use our depth, access, leverage, and nationwide presence to build compliant investment strategies that position Big Four partners for long-term financial success, both before and after retirement. Watch this video to learn more about CAPTRUST’s Big Four client offering and our specialized team of financial advisors in Minnetonka, Minnesota.

To download a copy of the transcript, click here.

Account Aggregation 2


Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.

Cash Flow 2

Cash Flow

Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.

Charitable Gift Planning (Solid)

Charitable Gift

Advice and strategies to help clients better accomplish their charitable and philanthropic intentions.

Corporate Benefits Planning (Solid)

Corporate Benefits Planning

Financial advice to help clients make important decisions regarding company-provided benefits, stock options, deferred compensation, dividends and distributions.

Education, Estate, and Legacy planning (Solid)

Education, Estate &
Legacy Planning

Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.

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Family Governance

Family investment and multi-generation strategies including education, distribution planning, and long-term trustee solutions.

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Family Philanthropic

Consultation on entity selection, governance, active/passive giving, and strategic prioritization.

Insurance 2


Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.

Performance Reporting (Solid)


Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

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Portfolio Construction &

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

Retirement 3


Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.

Risk Management_icon


Often used in place of or alongside insurance planning, risk management covers areas such as liability planning, income tax nexus, and unexpected events.

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Tax Compliance & Consulting

Tax compliance and consulting for individuals, trusts, estates, flow-through entities, and closely held entities.

Contact Us

What’s on your mind?

Raleigh, NC

4208 Six Forks Rd #1700
Raleigh, NC 27609