In an exclusive feature for Bloomberg Wealth, CEO Marjorie White of Capital Crest Private Wealth unveils transformative strategies designed to equip millennials and Gen Z families with the tools necessary to build lasting financial legacies. As digital natives carve their own paths, Capital Crest is redefining what modern wealth management looks like.
Through a blend of traditional advisory and advanced technological solutions, the firm ensures young entrepreneurs and heirs alike are not only preserving capital but also harnessing opportunities in emerging asset classes.
“Trust is the cornerstone of generational wealth,” White asserts. “Our multigenerational workshops foster open dialogue between grandparents, parents, and children—bridging the gap that often leads to discord.” These workshops are supported by:
By empowering next-gen clients to engage directly in the advisory process, Capital Crest fosters ownership and transparency—key ingredients for long-term cohesion.
White emphasizes that in volatile markets, agility is essential. Capital Crest’s proprietary risk matrix uses real-time market data, geopolitical signals, and AI models to dynamically adjust client portfolios. Key components include:
This blend of human oversight and cutting-edge technology means clients are never left vulnerable when markets gyrate.
Capital Crest’s new client portal integrates blockchain research for private investment sourcing and offers a mobile app that syncs financial goals with actionable insights—reminding clients of upcoming milestone contributions and projected timelines. White notes:
“Our clients live busy lives; they need their wealth strategy to be accessible and adaptive. Whether it’s setting up a thematic ETF sweep or initiating a family charter conversation, everything can be executed seamlessly through our platform.”
By embedding educational modules, performance forecasting, and direct chat features, the portal turns passive reporting into an interactive experience.