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What We Do

We help affluent families and individuals protect and enhance their wealth. As an independent, Multi-Family Office, we offer expert advice on organizing assets, identifying life and financial goals, and making astute investment choices. Through years of experience, we have developed a comprehensive approach and an extensive range of services, which can be easily customized to the needs and desires of each client.

Someone is sitting in the shade today because someone planted a tree a long time ago.
—Warren Buffet

Our 7-Step Process

  • 1. Client Discovery

    We start by listening, getting to get to know you and what is important to you. By understanding your objectives and resources, we build your personal balance sheet, ensuring that all aspects of your wealth will be managed effectively and with purpose.

  • 2. Wealth Mapping

    The insight we gain during the discovery process allows us to create multiple solutions, based on your objectives. These scenarios are then stress tested to determine how each would fare, assuming fluctuating rates of return, inflation and interest rate sensitivity. We can then finalize a management strategy, effectively mapping your wealth to your objectives.

  • 3. Investment Policy

    After gaining a thorough understanding of your investment time horizon, special needs, legacy positions and risk tolerance, we create an investment policy that governs current and future investment decisions. This policy is not static. It must be reviewed regularly and adjusted when your circumstances change, assuring that you remain on course to meet your objectives.

  • 4. Portfolio Construction

    Following the guidelines set forth in your Investment Policy, we construct a customized asset allocation strategy, diversified across market sectors, paying particular attention to tax efficiency and the impact of legacy positions. Within the framework of the allocation strategy, securities are then selected, based upon the long-standing fundamentals of Value Investing, in search of superior, risk-adjusted returns.

  • 5. Risk Management

    Protecting both current and future assets is crucial to effective wealth management. Our analysis extends beyond evaluating the sufficiency of traditional insurance protection such as life, disability, long term care and liability coverages. Utilizing the proper business structures, trust techniques, and ownership registrations can significantly impact the viability of your plan. We do not sell any product, but we do have the expertise to guide you through the process.

  • 6. Estate Planning

    Together we create a plan to protect those closest to you, create opportunities for future generations, and support causes you find most meaningful. We illustrate how your wealth will be distributed and evaluate whether all relevant documents are in place. By using various trusts, planned giving and other techniques, we seek to minimize estate taxes and accomplish your objectives.

  • 7. Monitor & Review

    We continuously monitor your investments and meet with you regularly to review your progress, making sure you remain on course to realize your objectives. We will also use these meetings as opportunities to discuss the ever changing financial and legal landscape and answer any questions you may have.

Services

We believe that meaningful and effective wealth management should be both comprehensive and customized. We are proud to offer a time-tested, sophisticated collection of services, tailored to each client’s unique needs, defined objectives and distinct circumstances. Our commitment is to work with you to develop and implement a wealth management strategy that truly reflects your life and your goals.

Investment Advisory Services

At the core of our investment process is a detailed understanding of each client’s objectives, risk tolerance and time horizon, underscored by a firm commitment to the fundamentals of Value Investing and its principles of patience, concentration, independence, and humility.

  • Investment Policy Statement Design
  • Globally Diversified Portfolios
  • Strategic and Tactical Allocation
  • Tax Sensitive Asset Location Strategies
  • Tax Efficient Rebalancing
  • Alternative Asset Strategies
  • Management of Concentrated Positions
  • Endowment & Foundation Management
  • Institutional Level Reporting
  • Continuous Monitoring & Review
Financial Planning

Through this stage of the process, we help clients define and quantify their financial objectives, then identify and implement strategies to achieve them. Effectively managing wealth requires a thoughtful, well-articulated plan.

  • Retirement Planning & Implementation
  • Education & College Funding
  • Balance Sheet Preparation
  • Cash Flow Analysis
  • Estate Planning & Distribution Analysis
  • Philanthropic Planning
  • Risk Management & Asset Protection
  • Tax Minimization Planning
  • Employee Stock Option Strategies
  • What if Analysis & Monte Carlo Stress Testing
Family Office

Many of our clients benefit from services which are beyond the scope of our traditional wealth management process. These additional services are typically identified with those of a Family Office and incorporate significant integration of all aspects of a client’s financial situation.

  • Personalized Family Office Portal
  • Data Aggregation Consolidated Reporting
  • On-Demand Reporting
  • Personalized Family Benchmarking
  • Family Governance & Education Planning
  • Facilitated Family Meetings
  • Business Entity & Succession Planning
  • Coordination with third-party advisors
  • Generational Wealth Transfer Analysis
  • Executive compensation plan analysis and optimization

What We Do / Who We Are / Questions & Answers / Insights / Get In Touch

445 Hutchinson Ave, Suite 270
Columbus, Ohio 43235

614-515-5510 office
info@capitalassetmgmt.com

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