The Trusted Path

Who We Are

Since its founding in 1989, Capital Strategies has served significant families and their companies with discretion and skill. Capital Strategies specializes in tax-efficient planning to preserve and transfer wealth using proprietary life insurance contracts.

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AALU Washington Reports 2016

New Reports from AALU on Split Dollar Arrangements and Grantor Trusts vs. Non-Grantor Trusts

 

The Trusted Path. Our brand covenant rises from our philosophy.

The road we have chosen to travel is not a road at all. It is a path.

Quarterly Insights : An Element of Touch

Funding a life insurance contract efficiently is very much a target sport.

 

  • 2016 ACTEC Southern Regional Meeting

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    Capital Strategies participated in the 2016 ACTEC Southern Regional Meeting held April 22-24 at the Grand Bohemian Hotel in Mountain Brook, Alabama.  David Byers, Will Worrell and Hudson Williams of Capital Strategies offered a presentation on split-dollar life insurance funding with Birmingham attorney and ACTEC fellow Dale Stone moderating.  Capital Strategies then partnered with Northern Trust to host a dinner at the home of Capital Strategies’ principal John Carter and his wife, Molly.  Read More

  • 2016 National Advisors Conference, February 21-24

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    M Financial hosted its 2016 National Advisors Conference at the Streamsong Resort outside of Tampa, Florida, in February, 2016. The National Advisors Conference brings together M producers and invitee professional advisors for three days of tax, insurance, and estate planning seminars, as well as “a little golf”.   David Byers of Capital Strategies participated on a panel along with two Holland and Knight attorneys.

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Securities offered through registered representatives of FNBB Capital Markets, LLC, Registered Broker/Dealer, Member FINRA and SIPC. Capital Strategies Group, Inc. is owned and operated independently
from FNBB Capital Markets, LLC. Capital Strategies Group is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship.