Our Services

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

Our firm minimizes income- and estate-tax liabilities by planning tax-efficient insurance strategies, facilitating contract placement and performing timely reviews. As a shareholder firm of M Financial Group, we arm our clients with proprietary, differentiated insurance strategies that feature preferential pricing and custom designs. We also provide non-qualified executive benefit planning services to corporations and non-profit organizations for their highly compensated employees.