The Trusted Path

Capital Strategies is a wealth preservation-focused insurance firm serving ultra-high-net-worth families and their companies.

Our firm’s singular focus on optimizing the transfer of wealth has fostered the long-term relationships on which we pride ourselves today.

A Trusted Partner

Honor. Integrity. Excellence. These three principles represent our firm’s core values, each complementing one another at Capital Strategies. Collectively, they inform every action we take each day.

Focused on Serving

Our firm minimizes income- and estate-tax liabilities by planning tax-efficient insurance strategies, facilitating contract placement and performing timely reviews.

Insights

Capital Strategies continuously adds to and updates its reference library with articles and white papers written by leading authorities in the financial industry, including members of our own firm.