Advisors to successful business owners, managers, and their families

Family Capital Advisors Mission

Family Capital Advisors helps clients address two primary objectives:

• To preserve the value of their businesses for themselves and their chosen beneficiaries
• To accumulate and preserve their assets separate from their businesses

Family Capital Advisors Has Experience To Offer Its Clients

Family Capital Advisors draws its experience, knowledge and resources from 4 professions:

• Legal: strategies to meet objectives while avoiding traps for the unwary.
• Accounting: accurate measure of financial benefits and risks for all affected persons.
• Actuarial: accurate measure of mortality and morbidity risks for clients and their families
• Investment: balance of risk and reward that is unique to each client

 

Family Capital Advisors does not provide tax or legal advice.