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A better look into your financial life for better investments

Selecting the appropriate asset mix is one of the most important investment decisions clients can make towards successfully meeting their investment objectives and managing their portfolio risk.

While the foundation of a portfolio should be a long-term strategic asset allocation, we believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they evolve.

Our Capabilities

Create a legacy that provides for your family, supports the causes and charities you care about, and maintains your values and vision across future generations. Our experienced Estate and Trust professionals provide advice on tax-efficient wealth transfers, with a view to helping you:

  • Review your existing estate planning documents.

  • Integrate your estate plans with tax, investment, business and insurance planning.

  • Manage the issues associated with a sizable inheritance.

  • Identify the most beneficial trust structures for your particular needs.

  • Use tax-efficient wealth-transfer strategies.

  • Carry out your philanthropic goals.

  • Coordinate with legal counsel to modify your estate planning documents so they accurately reflect your wishes.

  • Advise on business succession strategies.

  • Support family wealth education.

Managing Fiduciary Relationships with Care and Discretion

Through Alpha Capital, you have access to a variety of Personal Trust Administration Services. These services include acting as your

  • Trustee or Co-Trustee.

  • Executor or Personal Representative.

  • Agent for Executor or Personal Representative.

  • Guardian or Conservator.

  • Agent for Special Situations.

Tax considerations affect virtually every financial decision your family makes. For that reason, Alpha Capital’s team-based approach is designed to integrate professional tax planning with all aspects of your financial picture, not just to provide short-term benefits, but also in an effort to minimize long-term tax implications.We provide periodic tax-planning meetings, payment analyses and cash flow planning.

Integrate tax planning with All of your financial objectives

As your team of advisors grows, coordinating their collective expertise becomes more and more challenging-and more and more vital. That's where Alpha Capital can make a difference.We have extensive experience in income tax planning for affluent families and can help:

  • Develop strategies to minimize your total tax burden.

  • Make tax-sensitive financial decisions.

  • Provide alternative financial structures to deliver tax advantages.

We can help you identify the values you wish to perpetuate and then translate them into an effective, long-term philanthropic strategy. Our advice and administrative support can enable you to:

  • Assist in selecting and establishing many different types of philanthropic entities, such as family foundations, donor-advised funds, supporting organizations, charitable trusts and community foundations.

  • Identify and articulate the values you wish to perpetuate.

  • Identify and research charitable organizations that fit your interests and priorities.

  • Design effective philanthropic structures for your unique tax, financial, and family situation and interests.

  • Develop family programs that involve your children and educate them about your charitable activities and all aspects of charitable giving.

  • Maximize the social and economic benefits of your philanthropic efforts.

We deliver comprehensive report that encompass your entire wealth management strategy and enable you to customize your reporting to your specific needs, preferences and financial profile, including:

  • Asset Allocation

  • Financial assets

  • Alternative investments

  • Insurances

  • Hard assets-such as real estate

  • Multigenerational reports

  • Multiple custodians

  • Partnerships

  • Nominations

  • Performance analysis and benchmarking

  • Balance sheet movement & tracking

Unlike other firms, Alpha Capital can integrate your current advisor—along with leading third-party professionals and our own internal specialists—and work together as one unified team. This approach gives you the opportunity to choose best-of-class providers for every aspect of your wealth management strategy.

  • Conferences for families covering important topics such as family vision and governance, philanthropy, family dynamics, and generational wealth transfer

  • One-on-one meetings with younger beneficiaries.

  • Structured family programs tailored to your family's specific financial situation

  • Life Coaching

It's a fact:- Wealth brings increased exposure to potential liabilities. That's why we place a high priority on designing and implementing comprehensive risk-management strategies that can protect your wealth, reduce your exposure and give you peace of mind. Our Risk Management and Insurance Services will assess your existing life, disability, personal liability and major asset insurance strategies and formulate a plan that can include

  • An evaluation of any risk-management program and insurance coverage you currently have in force.

  • A comprehensive report outlining our findings and recommendations.

  • Personal insurance planning for your real estate, automobiles and aviation exposures.

  • Medical coverage for your family and employees.

  • A review of existing life insurance coverage and evaluation of your life insurance needs, without the concern of being driven towards proprietary products.

  • Private Equity

  • PIPEs & Buyouts

  • Project Finance & Term Loans

  • Mezzanine & Seed Capital

  • Working Capital

  • Private Equity

  • PIPEs & Buyouts

  • Project Finance & Term Loans

  • Mezzanine & Seed Capital

  • Working Capital

  • Private Equity

  • PIPEs & Buyouts

  • Project Finance & Term Loans

  • Mezzanine & Seed Capital

  • Working Capital

  • Private Equity

  • PIPEs & Buyouts

  • Project Finance & Term Loans

  • Mezzanine & Seed Capital

  • Working Capital

We know that time is one of your most precious commodities. So we look to simplify the investment planning process by integrating all aspects of your financial life tax, estate and investments—into a single comprehensive plan that addresses each facet of your unique wealth management requirements. Our investment advisory approach is not a one-time event, but rather an ongoing process that involves rigorous and disciplined manager selection, oversight, and evaluation for all asset classes. We then implement your strategy in close collaboration with your existing trusted advisors to strive for maximum estate benefits and tax efficiencies.

Advantages of our Investment Advisory Services:-

  • Objectivity

    - Our investment recommendations are unbiased, conflict-free and based solely on your particular needs.

  • Open-architecture approach

    - Investment recommendations are carefully selected based on your specific needs not our inventory. Our intensive research identifies a diverse group of managers who we believe can deliver superior risk-adjusted returns over time.

  • Total portfolio view

    - We understand the importance of the big picture, and to that end, provide you with a consolidated, comprehensive view of your entire investment portfolio.

  • Detailed performance monitoring and in-depth reporting

    - We continually monitor, measure and evaluate after tax performance of your investments at the account, entity and family level and provide you with detailed periodic reporting.

  • Ability to achieve multiple objectives

    - While performance is critical, there's more to an effective investment strategy. Our investment experts provide close oversight and coordination to help you achieve multiple objectives, such as investment diversification, tax minimization, wealth transfer and strategic philanthropy.

Investment Philosophy

Selecting the appropriate asset mix is one of the most important investment decisions clients can make toward successfully meeting their investment objectives and managing their portfolio risk. While the foundation of a portfolio should be a long-term strategic asset allocation, we believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they evolve.