About West Capital Management
For more than 20 years, West Capital Management has focused on developing custom planning and investment strategies tailored to each client’s unique circumstances and greater ambitions. The proven family office model empowers the client to make prudent decisions based on the customized tax and estate planning, investment and risk management guidance West Capital Management provides. Clients benefit from the unparalleled integration and continuity that our structure offers as it not only uncovers hidden risks, but also delivers cost savings by reducing any redundant services while also uncovering potential oversights and consequential fees.
Experience & Credentials
- Founded in 1994
- CFP®, CFA®, CPA, J.D., LL.M. in Taxation, CIMA® designations on staff
- More than 100 years of combined professional experience
- Properly staffed for equally strong expertise in investment management and wealth planning
Family Office Model
Instead of relying on the narrow viewpoint of a single advisor, you receive dedicated attention from three credentialed specialists who are directly accountable to you. Modeled after the family offices that serve the world’s wealthiest families, this proven approach helps avoid mistakes and delivers a truly comprehensive wealth management solution.
Credentialed Wealth Management Experts
Your team includes an investment analyst (CFA® charterholder), a wealth planner (CPA, CFP®, J.D., or LL.M. in Taxation,) and an Advisor (CIMA, CFP®, or J.D.). They bring sophisticated expertise to every facet of your plan.
As a fee-only advisor with no commissions or proprietary products, we provide objective advice with your best interests in mind.
With independent thinking, we are nimble enough to provide truly customized solutions, while being able to leverage the strength and resources of some of the world’s largest custodians.
Family Office Facts
- Fully-Custom Solutions
- Fee-only based on assets under management
- No commissions
- No proprietary products
- No product sales
- Over 90% client retention rate
- Unique Client Service Model
- $1,000,000 investment minimum
- Serving both domestic and international clients.