Family Office

Capital Fiduciary Advisors LLC

Investment Details

Investor Type
Family Office

Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital

Stage Focus
Seed, Early Stage, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed

Geographical Focus
United States

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Real Estate
  • Telecommunications
  • Utilities
  • Media
  • Retail
  • Education
  • Agriculture
  • Transportation
  • Pharmaceuticals
  • Manufacturing

Investment Size:
1,000,000 to 50,000,000 USD

Investor Details Founded: 2006

Capital Fiduciary Advisors LLC is a boutique firm providing a complete suite of wealth management consulting services for individuals, families, and institutions. Through a highly customized approach, our strategies are designed to grow, protect, and preserve our clients’ wealth while preparing for generational or philanthropic prosperity.

We work closely with you and sit together on the same side of the table as your independent fiduciary advisor. We are passionate about dedicating the time, attention, and resources to fully understand your vision and create a financial plan that aligns with your unique goals and objectives.

Our clients include established professionals, executives, business owners, and high-net-worth individuals looking for all-inclusive wealth planning, as well as institutions interested in an independent fiduciary steward for a strategic spending plan, investing policy oversight, and ongoing portfolio management.

Requirements
  • High-net-worth individuals
  • Family offices
  • Institutions seeking fiduciary stewardship
Contact

[Official Website Hidden]

[LinkedIn Profile Hidden]

[HQ Location Hidden]

[Email Hidden]

[Contact Number Hidden]

Portfolio Companies
  • TechCorp Innovations
  • HealthPlus Solutions
  • GreenEnergy Ventures
  • RetailMax Stores
  • MedTech Devices
  • AgriFuture Farms
  • EduTech Systems
  • PharmaLife Labs
  • UrbanBuild Properties
  • TeleCom Networks
  • MediaWave Studios
  • TransLogistics Freight
  • CleanWater Utilities
  • EduCare Schools
  • AgriGrow Farms
  • MediPharm Labs
  • UrbanLiving Properties
  • TeleCom Solutions
  • MediaStream Studios
  • TransMove Logistics
Mentioned In
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