Families with Complex Needs

For wealthy families with unique needs and considerations that go beyond the scope of what most financial advisory firms can deliver.

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How Can We Help?

We help wealthy families coordinate all aspects of their financial lives so they can focus on what’s most important.

Finding the right financial partner can take a lot off your mind. Our clients take comfort in knowing that CAPTRUST advisors are on their team.

Our advisors have the experience, access, and expertise to address every aspect of your family’s wealth—now and for future generations. In addition to investment management, supported by our internal investment group, our family office services include coordinated estate and wealth planning, tax planning and compliance, insurance advisory, family governance, consolidated reporting, and bill-paying solutions.

Our Suite of Services

Account Aggregation

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

Business Succession Planning

Financial and risk management strategies to protect wealth upon the retirement, disability, or death of a business owner or key employee.

Cash Flow Planning

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

Corporate Benefits Planning

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

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.

Exit Planning

Helping entrepreneurs and business owners address the personal, tax, legal, and financial aspects of the sale of a business.

Family Governance Planning

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

Family Philanthropic Planning

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

Insurance Planning

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

Performance Reporting

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

Portfolio Construction & Management

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

Retirement Planning

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

Risk Management

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

Tax Consulting & Compliance

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

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
J. Fielding Miller Chairman and Chief Executive Officer

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