Company profile

Capital Family Office

Our principal responsibility is the care and preservation of your family, your wealth, and all that it influences.

Industry
Financial Services
Employees
5
Headquarters
Sandy Springs, GA
LinkedIn followers
335
Office locations
1

Capital Family Office company summary

Capital Family Office is a company in the Financial Services industry, headquartered in Sandy Springs, GA. On LinkedIn the company has around 5 employees and 335 followers. Its listed specialties include financial services, wealth management, family office services, single family office, capital family office.

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About Capital Family Office

Capital Family Office (CFO) is the ultra-high-net-worth division of Capital Investment Advisors. We emerged organically in response to those seeking dedicated family office services. We aim to deliver highly personalized guidance to affluent individuals and families seeking to simplify complicated lives. A Family Office provides end-to-end solutions for managing the complicated financial and investment obligations required of affluent individuals or families. Its primary wealth management focus is on multi-generational goals and values, ranging in scope from investments to succession planning to wealth transfer to philanthropic giving. A Family Office also facilitates the day-to-day financial affairs of a family, including administration, bookkeeping, and reporting. Managing the unique financial needs of high-wealth families can be complicated. We simplify it. Our advisors design modern, personalized portfolios that integrate diversified private-led investments and unify the governance of all your assets. In other words, we know you’ve worked hard to get where you are, and we aim to give you the peace of mind to enjoy it. It is our privilege to serve as the principal representative for families seeking to harmonize these objectives, and we do so with the same humility and family-oriented values that Capital Investment Advisors has delivered to over 4,000 families since 1996. At Capital Family Office, our clients matter to us. In that capacity, we are Advisors. Investors. Problem Solvers. Empathizers. Teammates. Friends. Family. Review our social media rules of engagement at: https://www.yourwealth.com/social-media-rules-of-engagement/

Specialties

financial serviceswealth managementfamily office servicessingle family officecapital family officemulti-family officeInvestingSuccession Planning

Where is Capital Family Office located?

Capital Family Office lists 1 location.

Sandy Springs, GA, USHQ
10 Glenlake Pkwy NE

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Frequently asked questions about Capital Family Office

What does Capital Family Office do?

Capital Family Office (CFO) is the ultra-high-net-worth division of Capital Investment Advisors. We emerged organically in response to those seeking dedicated family office services. We aim to deliver highly personalized guidance to affluent individuals and families seeking to simplify complicated lives. A Family Office provides end-to-end solutions for managing the complicated financial and investment obligations required of affluent individuals or families. Its primary wealth management focus is on multi-generational goals and values, ranging in scope from investments to succession planning to wealth transfer to philanthropic giving. A Family Office also facilitates the day-to-day financial affairs of a family, including administration, bookkeeping, and reporting. Managing the unique financial needs of high-wealth families can be complicated. We simplify it. Our advisors design modern, personalized portfolios that integrate diversified private-led investments and unify the governance of all your assets. In other words, we know you’ve worked hard to get where you are, and we aim to give you the peace of mind to enjoy it. It is our privilege to serve as the principal representative for families seeking to harmonize these objectives, and we do so with the same humility and family-oriented values that Capital Investment Advisors has delivered to over 4,000 families since 1996. At Capital Family Office, our clients matter to us. In that capacity, we are Advisors. Investors. Problem Solvers. Empathizers. Teammates. Friends. Family. Review our social media rules of engagement at: https://www.yourwealth.com/social-media-rules-of-engagement/

How many employees does Capital Family Office have?

Capital Family Office has around 5 employees on LinkedIn.

Where is Capital Family Office headquartered?

Capital Family Office is headquartered in Sandy Springs, GA.

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