Family Office Services

Our team of professionals that aim to serve as a primary, integrated source to help high-net-worth individuals and families address and manage their goals and focus on what’s important. Capital Financial Partners, LLC can provide a broad spectrum of private wealth management resources to help manage, secure and grow your wealth, while also preserving and planning for the generations to come. With the help of *strategic partners offering tax and legal and trust services, our services, combined with those of our valued strategic partners, offer a comprehensive solution to managing your financial and investment needs.

*You are under no obligation to use any of the strategic partners and may use any professionals to provide tax, legal and trust or any other services not provided by Capital Financial Partners, LLC.

At Capital Financial Partners, LLC we offer additional holistic wealth services for clients with $10 million and more in investable assets. We have an established team of local and national professionals to assist in all of your wealth management needs. We can also work with your trusted advisors or connect you with our network of CPAs and attorneys.