WEALTHY FAMILIES

Wealth Families - CapWealth Financial Advisors in Franklin, TN

Generational wealth plans can be complex. We work with you and your family on granular details that will benefit the family in years to come.

OUR CLIENT’S STORY

WE LISTEN

A family came to CapWealth after spending time entrusting another firm with their assets and wealth management. They built and sold their family’s prosperous business, which generated a large sum. After reviewing their accounts, CapWealth transparently told them they weren’t handled properly.

The realization of past choices began to hit – How do we get back on track? What about our taxes? How do we continue to leave a family legacy?

We quickly had to untangle years of bad advice, change their portfolio strategy, and address floating loans they took due to the other firm’s advice. They have been clients for a several years, and they now have a strong plan that fits their sophisticated portfolio.

SOUND LIKE YOU?

AFTER LEARNING MORE ABOUT THEIR GOALS AND LIFESTYLE, WE DEVELOPED THE FOLLOWING:

WE THINK

Investment Strategy - CapWealth Financial Advisors in Franklin, TN

Created an investment strategy suited for their goals.

Partnership - CapWealth Financial Advisors in Franklin, TN

Partnered with their current CPA and lawyers for deeper collaboration.

Tax and Estate Planning - CapWealth Financial Advisors in Franklin, TN

Helped with their complex tax and estate planning.

Family Legacy Strategy - CapWealth Financial Advisors in Franklin, TN

Created a strategy around their desire to leave a large chartitable impact and family legacy.

WE SOLVE

Working together, we created a plan that fits the couple’s needs and life goals. Helping them develop a plan that they can actually stick to is important to us.