When serving as Corporate Trustee, Executor, or Agent for Trustees in the investment process, Family Capital’s goal is to balance the current investment needs of clients with their overall objective to accumulate, protect and conserve assets for themselves and for future generations.
We take an integrated approach to managing client portfolios, one that effectively incorporates financial, estate and charitable considerations into a customized portfolio focused on long-term investing in high quality stocks, bonds and private equity vehicles.
Additionally, for more aggressive portfolios, we work with financial service companies to offer clients an array of more sophisticated investment opportunities ranging from first-stage venture capital to specialized money management.
Although Family Capital provides for a full range of investment services, if a client prefers, then we, as trustee, are comfortable continuing to work with existing family financial advisors and money managers. Oftentimes, this flexibility helps families maintain a successful investment management relationship, while assuring that trust management is in experienced and professional hands.
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