Private Wealth Planning at Capital City Investments
Private Wealth Planning at Capital City Investments is designed for high-net-worth individuals, family offices and business owners or executives desiring strategic foresight and a roadmap for how to manage, grow, protect and transfer wealth across generations. Our team of wealth consultants, planners, strategists and insurance consultants focuses on evaluating and optimizing the efficiency of your financial situations through wealth-maximization strategies, tax planning, asset leveraging, legacy planning and more.
A complete wealth management plan for your personal and professional financial life.
Comprehensive private wealth planning involves an in-depth evaluation of your financial, lifestyle and business goals, accounts, contracts or service agreements, insurance policies, etc. to help us prepare a strategic, long-term wealth management plan that integrates all aspects of your personal and professional financial life.
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Financial Planning and Cash-flow Analysis
Decisions you make today affect your future net worth. Let our planners examine the cash flow needs of your estate, business or family office. We’ll help you answer the “can we afford this” question by examining income and expense projections, advising on contract and policy terms and suggesting ways to negotiate terms for loans or other credit instruments. -
Outcomes-based Investment Management
Your investments play a significant role in achieving your short- and long-term goals and should offer the most potential return for your desired level of risk. Our wealth planners help you build a diversified portfolio that is personalized to truly reflect your individual, family or business needs. -
Asset Protection and Risk Management
Advanced asset protection strategies and insurance coverage in your overall financial plan help mitigate the financial impact of unforeseen events such as premature death, accidents, lawsuits and natural disasters. Our wealth planners help you understand your current level of risk exposure and offer tailored solutions to put safeguards in place protect your family, business, property and other vulnerable areas of your financial life. -
Estate and Charitable Gift Planning
State and federal estate taxes can significantly erode wealth over time. Private wealth planners at Capital City Wealth employ advanced planning and wealth preservation strategies, including various trusts and structured charitable giving, to help you in your efforts to preserve your legacy and achieve your philanthropic goals in the most tax-efficient way. -
Tax Planning Strategies
Taxes should be considered part of nearly every major financial decision. Our wealth planners understand the interplay between taxes and your financial life, so let us help you aim to identify and minimize your current and future tax liabilities. -
Business Succession Planning
You’ve devoted a significant portion of your life to building and growing your company. The decision to transition your business – either by sale or succession plan – can be difficult and emotional. We work closely with business owners to develop seamless transition plans to aim to preserve value, provide a successful exit and ensure continuity. -
Family Office Governance, Management and Succession Planning
Effective family offices are structured like a business, with documented policies and procedures that outline ethics, core values, investment mandates and decision-making. Capital City Investments planners work with your family to put a framework in place to help you grow, manage and preserve your wealth for generations.
Why Choose Private Wealth Planning from Capital City Investments?
Affluence needs an ally. We understand that prosperity comes with its own set of unique challenges and managing it requires highly skilled, strategic wealth planners. Working collaboratively with private bankers, business and commercial bankers, lenders, investment advisors and trust officers as well as legal counsel, tax consultants and other professional service providers, we offer high-net-worth individuals, family offices and business owners/executives access to a comprehensive array of investment advisory, estate planning, risk management and asset protection services to help meet your specific needs. Connect with a wealth planner today.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Capital City Bank and Capital City Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Capital City Investments, and may also be employees of Capital City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Capital City Bank or Capital City Investments. “Capital City Wealth” is a brand name used to market certain wealth-related services. Securities and insurance offered through LPL or its affiliates are: