WEALTH MANAGEMENT

Your wealth is constantly being affected by the events in your life. By your decisions and relationships, your changing commitments and interests. Even your real estate, art and jewelry. Wealth Management makes it possible to approach even the most fluid aspects of your financial life with the same methodology and expertise usually reserved for portfolio management. It’s a practice that sometimes demands hands-on intervention in time-sensitive situations. As such, it requires integrated skills, discretion and a 24/7 commitment to white-glove service. We believe it’s what makes Estate Capital unlike any wealth manager in the world.

 

BRINGING EXPERTISE TO YOUR MOST PERSONAL HOLDINGS

We use best practices to promote harmony around your estate plan and to ensure members of the next generation have the tools they need to manage inherited wealth.

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DIVORCE & NEGOTIATIONS

Marriage is a sacred covenant, until its not. At which point you'll need a good team to protect your interest

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MAJOR PURCHASES

Our team will analyze your hard-to-value assets, assess your situation, and work with buyers and auctioneers to ensure you get the greatest possible value.