Private Wealth Services

Executives and Affluent Individuals

Our comprehensive Private Wealth services are designed to help you grow and protect your financial assets.

Our services include:

  • Coordinating, developing and implementing comprehensive financial and estate plan strategies
  • Coordinating trust services including individual, charitable, revocable, and irrevocable
  • Developing tax efficient investment strategies
  • Searching and selecting investment managers
  • Analyzing the impact of concentrated positions on overall portfolio
  • Exercising cashless stock options
  • Protecting or converting low cost basis security holdings
  • Reporting for consolidated/composite portfolios

At CAPTRUST, we help clients develop and implement customized investment programs tailored to unique needs and circumstances.

Professional Athletes

Professional Athletes have very unique financial and planning needs. From agency and contract issues to retirement planning, our services extend from draft day to retirement and beyond. Our wealth management strategies strive to help you extend your success beyond the playing field.

Our services include:

  • Providing strategic financial planning for retirement income when playing career ends
  • Budgeting and cash flow analysis
  • Developing asset allocation strategy and investment policy
  • Searching and selecting investment managers
  • Monitoring investment performance
  • Providing estate planning advice
  • Consulting on post-career business interests

Our comprehensive services help professional athletes effectively respond to a variety of financial decisions and objectives.