Our Family

CAPTA Wealth’s Family Office is at the heart of our service offering.

Every family has its own story, its own heritage and its own set of unique values. Yet, one thing for certain is that all families want the ability to help shape their financial future across generations in order to lay the foundation for a lasting legacy.

At CAPTA Wealth we have the privilege of supporting the financial requirements of families across the globe with the goal of managing, creating and preserving their wealth.

A unique service offering for every family:

From long-term wealth planning, trust structure administration and fiduciary services, your CAPTA Wealth key advisor acts as a central collaborative point to proactively help support your family plan for important strategic decisions and develop strategies to support the requirements.

Our family office also provides a comprehensive range of general administrative services to help your family with the day-to-day decisions such as buying or selling assets, running bank accounts and cross-border transactional payments.

We take care of the detail, so you can take of what matters the most....family.

At CAPTA Wealth, we have built a team of experienced and passionate individuals who are focused on delivering our core values and principles to our clients with the ultimate goal of preserving and growing your wealth.

Where there isn’t a financial solution that meets your requirements, our team will create one.

To schedule a consultation with a Wealth Manager or to learn more about our service offering, contact us at info@captawealth.com.