You’ve worked hard to accumulate your wealth.
Today’s ultra-high-net-worth individuals and families face a growing number of opportunities and challenges in preserving, sharing, and growing their wealth. For these complex situations, Capstone offers a family office that’s dedicated to supporting your family across all areas of wealth management.
Our team, based in Downers Grove, IL offers advice and guidance on topics ranging from investment management, tax planning, to household management and so much more.
As your dedicated team, we offer personalized service and attention. That begins with becoming closely acquainted with your family, your goals, and your finances. Then, we offer customized solutions that do more than check the box across many lists: We’ll help safeguard your wealth today and for future generations.
Our Services
Our family office offers services in many areas to help efficiently manage your finances and time. Those services include:
multigenerational wealth management
Estate planning
Family governance
Risk management
Charitable goal setting and planning
Financial mentoring and education
Tax planning services
Reporting and compliance services
Tax compliance including individual, partnership, trust, and gift tax reporting
Management of annual corporate reporting requirements
Payroll assistance
Cash flow monitoring and management
Bill pay management and assistance
investment management and advisory services
Portfolio monitoring
Consolidated reporting
Asset allocation
Manager selection and continued review
Real estate structuring and management
Get Started With Our Family Office
Contact us today in Downers Grove, IL or from anywhere across the country to get started.
