We can assist your clients in seeking to conserve and transfer their assets through a logical process that helps reduce legal entanglements and taxes while increasing the wealth transferred to their beneficiaries.

Estate planning is a core competency of ours and we have been protecting advisor’s clients with estate and insurance liquidy planning for over two decades. Our advanced planning services can easily sort through the most complicated wealth transfer situations, communicate solutions in clear client understandable language, and implement plans in cooperation with you and your client’s legal and tax advisors.

The London Team at Capitas Financial can be your full-service wealth planning partner. Our full set of planning resources will save you time and headaches. We are your one source Wealth Transfer team.

Wealth advisors who act as primary resources to ultra high net-worth clients, whether they are financial advisors, private bankers, accountants, attorneys, asset managers, or relationship managers, are highly valued for their comprehensive approach and objectivity. 

They can provide a broad understanding of wealth issues from their expertise and that of team members who specialize in various areas that are typical of interest to wealthy clients.

Capitas Private Wealth Group (CPWG) Can be a valuable addition to your wealth advisory practice.  Our consultants are carefully screened and selected based on their vast experience in helping clients achieve their dynastic, philanthropic, business, and wealth transfer objectives.

Each consulting professional has a unique subject matter expertise. They are among the most respected professionals in their field.  Working as a team, our CPWG consultants bring multiple decades of experience together in an efficiently delivered service model.  

Together CPWG and your advisory practice are a powerful planning force.  CPWG will assist you in the design and execution of customized client planning using well-tested solutions. Deliverables that are generally difficult to provide without a resource like The Capitas Private Wealth Group. 

Partnering with The Capitas Private Wealth Group will enhance your service platform, potentially increase assets under management, increase planning fees, and revenue derived from insurance sales.