Wealth/Financial Advisory


Personal finance and wealth management guidance

Our Family Business Wealth team has extensive experience with High Net Worth Individuals, providing personal finance and wealth management guidance to protect and enhance your assets while catering to your specific needs.

Capstone Capital Family Business Wealth team puts your interests first

We’ve built a team of experienced professionals to serve our HNWI clients. They have an in-depth knowledge regarding a multitude of aspects HNWI are confronted with on a regular basis. This multi-disciplinary approach means we’re well positioned to assist you with a large variety of challenges that you and your family face when it comes to personal finance and wealth management. Our Family Business Wealth team puts your interests first and offers clients the confidence of knowing their wealth and assets are being managed in the best possible way.

As Capstone Capital Family Business Wealth client, you will have a dedicated relationship manager who knows your specific situation in detail and is able to coordinate your needs across a wide range of services. Your relationship manager is your first point of contact and will be highly responsive to your needs. Our global network of offices is at your disposal and together we will make sure you can capitalize on our services.

Wealth Management

Our wealth management services will provide you with a sound portfolio, keeping your investments compliant with regulations and flexible enough to adjust to your changing needs. Through our risk management services, we limit your personal liability and make sure you can take advantage of favourable legislative regimes in various jurisdictions. We’re able to track your portfolio performance through rigorous monitoring by means of regular review and reporting. Our extensive experience with special purpose vehicles allows us to be knowledgeable when it comes to selecting the most suitable investment holding vehicle for your portfolio. On top of this, we’re well positioned to manage your lifestyle assets in a tax efficient way.

As a truly independent third party, we can work with your auditors, advisers and banks without creating conflicts of interest in corporate governance or local regulatory restrictions, and we can act as a sounding board when needed.


We understand you may want to reflect your personal values in the way your wealth is managed. Philanthropy is one way you can make a vast contribution to the world. We offer a range of bespoke and innovative services to achieve your social and community support goals in a tax efficient way. We can create structures which facilitate the donation of money or goods to support a charitable cause or maintain philanthropic purposes over the longer term

Why work with us?

Capstone Capital’s Family Business Wealth solutions offers you a number of advantages, including:

  • Global access and substantial international support
  • We work with you, and your advisers, to devise effective solutions for your needs
  • Dedicated staff who ensure a personal and specialized service to both clients and their professional advisers
  • Innovative and continual development of financial solutions and the expertise and resources to best serve clients’ interests

Capstone Capital’s international client base is diversified and includes family businesses, HNWIs and multi-national families. We are an independent third party which means that we are free to work with your auditors, advisers or banks without creating conflicts or interest in corporate governance or local regulatory restrictions.

Interested in our Family Business Wealth solutions or have any questions? Please fill in our form today, with details of your request and we’ll get in touch with you to provide more details.

What we can do to help

We make it our priority to understand your current circumstances and future aspirations. With the help of your tax and legal advisors, we can devise, and then present, the best options and strategic courses available to you. Our Family Business Wealth team creates and administers solutions that will provide for extended families; manage multiple, complex cross-border assets; navigate tax and regulatory issues compliantly; provide for estate and business succession planning; and facilitate effective investments now and for the future.

Our solutions include:

  • Consolidation of assets
  • Portfolio performance monitoring through regular review and reporting
  • Management of lifestyle assets such as yachts, planes and art
  • Estate planning for future generations
  • Succession planning that minimizes business continuity costs
  • Risk management by limiting personal liability and taking advantage of favorable legislative regimes in various jurisdictions
  • Discussing, facilitating and executing compliant international taxation planning with your tax and legal advisors
  • Philanthropy by facilitating the ability to donate money or goods to support a charitable cause

Global governance services

Capstone Capital provides governance services to make sure the companies you own stay compliant with, among others, Common Reporting Standard (CRS), Foreign Account Tax Compliance Act (FATCA), Know Your Customer (KYC), and Ultimate Beneficial Owner (UBO) register.

Reaching The Stars For Our Clients