WHAT WE DO
Let’s make a plan.
We get to know you so we can serve you better.
From the moment you sit down with us, the focus is on you.
We’ll take a detailed view of your situation so we can build a tailor-made investment plan just for you. And we’ll also work with you every step of the way, so you’re never left in the dark.
Every client has a dedicated Private Wealth Advisor backed by a team with decades of experience, including trust & estate professionals, investment specialists and our wealth advisory group. With no call centers or waiting on hold, you’ll enjoy the kind of service you’d expect from a trusted friend.
OUR CLIENTS
Customized plans to suit your needs
Let us know what’s important to you. We’ll help you pursue it.
Whether it’s providing for loved ones, helping cherished causes or simply growing your wealth, we’ll craft a comprehensive wealth strategy to fit your needs.
Our services include:
Investment planning
Develop an investment and asset allocation strategy, and a disciplined rebalancing process to support your lifestyle and pursue long-term wealth goals.
Tax strategies
Leverage strategies that incorporate tax-efficient use of investment vehicles, retirement plans, education funding, gifting and asset location.*
Insurance planning
Evaluate options for the protection and risk mitigation of your family, business and personal assets, including assessment of appropriate coverage levels.
Credit and lending discussions
Assess borrowing needs and potential solutions, and examine lending opportunities as part of trust & estate planning.
*Capital Group Private Client Services does not provide legal or tax advice. For estate planning or taxation matters, investors should consult with a legal and/or tax advisor regarding their individual circumstances.
You’ve made your professional mark. Now you’re ready to move on to greater things.
Transition can be a fraught time for executives and business owners. Whether you’re getting ready to retire or just moving on to the next challenge, we can thoroughly analyze your wealth planning options.
Our services include:
Business owner strategies
Examine the needs and tax consequences related to the transition, inheritance, valuation and sale of a business.
Executive wealth planning
Design solutions to address challenges faced by corporate executives, such as concentrated stock positions and equity compensation grants.
Family trusts and education
Explore trust options and educate family members on how to steward family wealth and legacy.
Estate planning and philanthropy
Assess opportunities for estate planning and philanthropy when selling a business or liquidating concentrated positions.
Make your impact last for generations.
Our trust and estate specialists can help you think through and prepare your legacy, including taking care of loved ones, promoting charitable causes or just making your estate go farther.
Our services include:
Estate planning
Build tax-efficient strategies to assist in the smooth distribution of your wealth upon the disposition of your estate at death as part of the process of passing assets to your beneficiaries in accordance with your wishes.*
Wealth transfer planning
Identify opportunities to use your wealth during your lifetime to provide for loved ones and causes that are important to you.
Corporate trustee services
Serve as a trustee who will represent your wishes, help navigate family issues and manage the administration and distribution of wealth.
*Capital Group Private Client Services does not provide legal or tax advice. For estate planning or taxation matters, investors should consult with a legal and/or tax advisor regarding their individual circumstances.
Our mission is helping your philanthropic mission.
Whatever form your charitable work takes, we’re well-versed in the tools to make it happen. From allocating your group’s resources to assessing the merits of specific vehicles, we can help you think through your options.
Our services include:
Investment objectives
Assess your organization’s growth objectives, expected outlays and risk tolerance, including recession scenario planning.
Investment policy statements
Evaluate your Investment Policy Statement to assess whether your asset allocation guidelines are consistent with your charitable mission, investment goals and distribution policy.
Custom asset allocation
Design your investment portfolio to align with your organization’s goals and capacity for risk, including potential variation in the timing of distribution and capital campaigns.
We can help you deliver the total package to your clients.
We regularly work in tandem with outside financial advisors, accountants, attorneys and other professionals to help provide the highest level of service to their most discerning clients.
Our services include:
Extensive tools to service clients and grow your business
Provide a full suite of financial offerings for high net worth investors, including portfolio construction, trust & estate planning considerations, wealth analyses and corporate trusteeship.
Seamless coordination
Serve as a trusted partner offering extensive support and side-by-side teamwork to augment the services you provide.
Asset preservation and risk mitigation
Identify gaps and design solutions to protect your clients’ assets against business and personal risks.
Creating your wealth game plan
Our approach, called Goals-based Portfolio Solutions (or GPS for short), is rooted in extensive academic research and analytics. This enhanced analysis builds upon traditional wealth planning work by customizing portfolio recommendations to address all your financial goals.
We’ll also conduct a Wealth Strategy Analysis, modeling investments so you can see the potential trade-offs of decisions. As a result, you’ll get a clear view of how your assets may grow over time.
But we don’t just set things up and leave. We evolve your wealth and investment planning to suit your circumstances. And as your needs change, we’ll be ready to help you stay on track.