8:00 - 9:00
Mon - Fri
"After selling our family business of 30 years for $22 million, we were overwhelmed by the financial complexity and emotional weight of transitioning from entrepreneurs to wealth stewards. Capital Crest helped us map out an integrated strategy — tax-efficient, investment-savvy, and multi-generational. Today, we’re not just investing in markets — we’re investing in our children’s future."
Key Needs: Business sale planning, wealth transfer, estate structuring, tax mitigation, philanthropic strategy
"Capital Crest created a flexible roadmap for my $3.5M equity comp, crypto portfolio, and long-term wealth plan. I feel powerful knowing my finances are working as hard as I am."
Key Needs: Equity comp, crypto portfolio, alternative assets, long-term wealth growth
"With properties and businesses across 4 countries, we needed unified guidance. Capital Crest helped us set up family trusts, real estate management, and philanthropic arms that involve our three children and five grandchildren."
Key Needs: Legacy education, global trust setup, philanthropy, generational investment planning
"After securing Series B at $28M valuation, Capital Crest gave me a personal CFO. They managed my liquidity strategy and integrated my personal portfolio into the growth path of my company."
Key Needs: Liquidity planning, startup exit, founder’s equity, tax optimization
"Retiring with $10M in stock options and investments was both empowering and scary. Capital Crest helped me build tax-smart retirement income streams and real estate holdings that keep generating value."
Key Needs: Income planning, asset rebalancing, healthcare planning, estate simplicity
"We had investments in Dubai, London, and Lagos, and Capital Crest handled tax reporting, FX risks, and multi-jurisdiction trusts. They’ve become our international anchor."
Key Needs: Global tax, currency hedging, international assets, offshore trust compliance
"With my demanding schedule, I needed someone who could handle my finances proactively. Capital Crest managed my $1.8M investment portfolio and helped me acquire a second practice location with tax-advantaged financing."
Key Needs: Passive income, medical practice expansion, insurance planning
"I transitioned from tech founder to angel investor with over 50 portfolio companies. Capital Crest structured my holding entities and built a cash flow model that lets me focus on ventures, not volatility."
Key Needs: Venture planning, entity structure, liquidity strategy, tax deferral
"My income fluctuates wildly, but Capital Crest made my finances feel consistent. They built reserves, passive cash flow, and an investment strategy I trust during my off-seasons."
Key Needs: Income smoothing, licensing revenue, passive investing, IP protection
"With $6M in combined assets and a shared passion for social change, Capital Crest helped us launch a donor-advised fund and align our investments with ESG principles. It’s wealth with purpose."
Key Needs: ESG investing, charitable planning, fund setup, legacy alignment
"Managing 18 properties was becoming a full-time job. Capital Crest introduced property managers, tax deferral strategies, and portfolio modeling that saved me over $600K in taxes last year alone."
Key Needs: 1031 exchanges, REIT strategies, asset protection, succession
"With our portfolio growing past $25M, we needed more structure. Capital Crest helped us create a lightweight family office, hire legal counsel, and implement a governance framework that preserves our family’s mission."
Key Needs: Private office setup, multi-generational planning, reporting systems
"At 27, I had a $20M contract but no financial plan. Capital Crest created a multi-phase strategy with longevity in mind — real estate, private equity, and media brand development."
Key Needs: Lifestyle planning, brand building, alternative investing, cash flow strategy
"We needed institutional-level strategy for our $50M endowment. Capital Crest’s advisors brought in policy design, investment oversight, and a framework to scale our impact without sacrificing stability."
Key Needs: Endowment planning, policy statements, oversight & compliance
"We live in Bali, bank in the U.S., earn from clients in 4 countries. Capital Crest built a mobile, low-tax investment plan that lets us live freely — and invest wisely."
Key Needs: Nomad compliance, crypto investing, offshore accounts, remote wealth access
Whether you’re scaling, selling, preserving, or giving — your journey deserves a strategy that evolves with you.
Want to explore how Capital Crest can support your next chapter? Schedule a confidential conversation today.