Your services

Does your financial program truly protect the peace of mind you’ve worked so hard to achieve? Is every part of your wealth plan receiving equal attention from investment research to legal, tax and estate planning issues?

West Capital Management goes beyond managing money to deliver a comprehensive investment and planning solution—one that’s tailored to helping you live the life you want to live.

  • Mult-family Office Services

    Multi-family office services

  • Wealth Management

    Wealth management

  • Investment Management

    Investment management

  • Financial Planning

    Financial planning

  • Estate Planning

    Estate planning

  • Tax Planning

    Tax planning

  • Asset Protection

    Asset protection

  • Risk Management

    Risk management

  • Family Governance

    Family governance

  • Goal Development

    Goal development

  • Account Aggregation

    Account aggregation

  • Customized Reporting

    Customized reporting