BUSINESS OWNERS
Your business is the foundation of your lasting wealth
The path from business success to enduring wealth isn't always straightforward. We help entrepreneurs navigate this journey, providing guidance and sophisticated solutions based on more than 50 years of serving business owners.
WHAT WE DO
We help you fund your dreams
Whether you’re entering an exciting new stage in your company’s growth, planning your next move after selling a business or anything in between, our experience and long-term vision can help you realize your personal financial goals. The decisions you make today can endure for generations.
HOW WE SERVE
Focus areas for business owners
Our experience spans key areas to help you achieve your financial goals:
Selling your business
Finding a buyer for your company is one of the most fraught, yet rewarding, periods for a business owner. We're here as you're selling your business to help you fund the goals you have worked so hard for.
Family dynamics
Mixing blood and business can be thorny, but many of our Private Wealth Advisors have experience in multigenerational wealth planning, business successions and educating heirs.
Building wealth
Wealth is about more than dollars and cents — it’s also about realizing your goals and protecting what you’ve worked to build. We can help you think through your objectives and better pursue them.
Ready to connect?
Speak to a Private Wealth Advisor today.
GENERATION-SPANNING SUPPORT
Making preparations to last a lifetime — and longer
Your wealth plan isn’t just for a year or even a decade — it’s a lifelong approach, and it will provide the basis for the next generation’s journeys, too. That’s why we’re committed for the long term, and we think that’s reflected in the trust our clients place with us.
Former Capital Group portfolio managers, Karin Larson and Parker Simes, on a research trip visiting a factory floor in 1986.
ABOUT US
Service is built into our very foundation
Capital Group Private Client Services was established in 1974 as the wealth manager for Capital Group's founders and executives. Today, we combine the white-glove service of a boutique firm with the globe-spanning research capabilities of our nearly century-old parent company Capital Group, which manages more than $2.7 trillion in assets.4
As a privately owned company, our approach is straightforward and uncluttered. We don't have pressures from short-term shareholders, and we pride ourselves on helping our clients focus on what they really want. After all, numbers mean the world to us — but people mean even more.
Former Capital Group portfolio managers, Karin Larson and Parker Simes, on a research trip visiting a factory floor in 1986.
Let's continue the conversation
A Private Wealth Advisor will contact you to discuss how we can help you achieve your goals.
Let's continue the conversation
A Private Wealth Advisor will contact you to discuss how we can help you achieve your goals.