GLOBAL WEALTH MANAGEMENT
Superior Client Service
CAPITALIA Advisors LLC provides professional and personalized wealth management solutions to individuals, families and institutions to help them:
Simplify and prudently manage financial affairs so Tailored Wealth Objectives can be achieved and enjoyed.
Tune out the constant noise from Wall Street and the financial press, with practical strategies.
Navigate clients to understand the difference between Mandated Regulations and Bank and Financial Institutions’ Policies.
Banks and traditional financial institutions typically focus primarily on your financial assets fitting into their asset allocation models at CAPITALIA we focus on your personally designed Investment Mandate.
Individuals and Families:
Your Values ● Your Vision ● Your Legacy
Your Investment Policy ● Your Corporate Governance ● Your Membership / Stockholders
We understand these differences and create and implement solutions relevant to your tax residency requirements.