Private Wealth Solutions
Comprehensive Wealth Planning Solutions for Every Stage of Life
Your financial journey evolves over time, from key milestones you can’t wait to experience to unexpected events that force adjustment and change. Our wealth management solutions are designed to provide clarity and confidence at every step.
Holistic Wealth Planning and Advisory
Tailored wealth strategies, expertly crafted to preserve and grow your legacy
Financial and Retirement Planning
Comprehensive planning solutions aligned with your priorities
Investment Management
Precision-driven investment management, personalized to align your portfolio with your purpose, goals and objectives
Advanced Estate and Tax Planning Strategies
Elevated estate and tax planning strategies that honor your intentions and secure your legacy.
Executive Compensation
Sophisticated strategies tailored to optimize and protect the value of executive compensation for corporate leaders
Strategic Planning for Business Owners
Strategic guidance for business owners to accelerate growth, unlock value, and navigate successful exits with confidence.
Family Office Consulting
Purpose-built solutions for structuring your family office to preserve wealth, values, and continuity across generations.
Alternative Investments and Private Investment Opportunities
Exclusive access to alternative and private investment opportunities tailored for sophisticated clients seeking enhanced diversification and long-term growth.
Insurance and Risk Management Solutions
Protecting what matters today—and preserving your legacy for tomorrow.
Philanthropic Strategies
Crafted giving solutions to effectively sustain the causes closest to your heart, now and for generations to come
Hedging Portfolios and Concentrated Equity Positions
Bespoke strategies to manage risk and enhance income across your portfolio and concentrated equity holdings
Holistic Wealth Planning and Advisory
Tailored wealth strategies, expertly crafted to preserve and grow your legacy
Financial and Retirement Planning
Comprehensive planning solutions aligned with your priorities
Investment Management
Precision-driven investment management, personalized to align your portfolio with your purpose, goals and objectives
Advanced Estate and Tax Planning Strategies
Elevated estate and tax planning strategies that honor your intentions and secure your legacy.
Executive Compensation
Sophisticated strategies tailored to optimize and protect the value of executive compensation for corporate leaders
Strategic Planning for Business Owners
Strategic guidance for business owners to accelerate growth, unlock value, and navigate successful exits with confidence.
Family Office Consulting
Purpose-built solutions for structuring your family office to preserve wealth, values, and continuity across generations.
Alternative Investments and Private Investment Opportunities
Exclusive access to alternative and private investment opportunities tailored for sophisticated clients seeking enhanced diversification and long-term growth.
Insurance and Risk Management Solutions
Protecting what matters today—and preserving your legacy for tomorrow.
Philanthropic Strategies
Crafted giving solutions to effectively sustain the causes closest to your heart, now and for generations to come
Hedging Portfolios and Concentrated Equity Positions
Bespoke strategies to manage risk and enhance income across your portfolio and concentrated equity holdings
Tax-Efficient
Securities and Investments
Achieving long-term financial success requires a disciplined approach to tax efficiency. We provide:
Access to Tax-Advantaged Investment Strategies – Help optimize returns with bonds, tax-efficient funds, and structured investment vehicles.
Customized Portfolio Construction – Tailored investment strategies designed to align with your tax and financial planning needs.
Unique Offerings for
Sophisticated Investors
For our ultra-high-net-worth clients, we provide access to a variety of investment opportunities tailored to sophisticated financial needs:
Private Investment Opportunities – Explore suitable private equity, private credit, venture capital, and bespoke investment solutions.
Strategic Wealth Structuring – Align your financial goals with customized solutions designed for multi-generational wealth preservation.
Focused Advice for Key Sectors
We serve clients from across a wide range of industries, but have cultivated particular insight and experience in the areas below—providing seasoned guidance to owners and executives and stakeholders navigating complex financial decisions.
We advise clients from many walks of life, but bring particular depth of experience to the sectors below—where our team has developed specialized strategies for key stakeholders.
U.S. Capital offers wealth management knowledge tailored to energy professionals across all industry sectors, including integrated oil and gas, exploration and production, midstream, and clean energy. Many of our advisors have deep experience with compensation plans, benefits, and retirement strategies from leading energy companies. We help clients navigate retirement, career transitions, equity concentration, and market volatility with sector-specific insight.
Backed by U.S. Capital’s institutional capabilities, we deliver disciplined strategies designed to preserve and grow wealth through the cyclical nature of the energy industry.
U.S. Capital provides wealth guidance for physicians, dentists, and healthcare executives. We understand the complexities of 401(k), 403(b), and defined benefit plans from major healthcare systems. With deep experience serving medical professionals, we offer insight into retirement planning, asset allocation, and individual security selection.
For practice owners, our in-house investment banking team supports business valuations and transition planning—helping you make confident decisions at every stage of your career.
From fast-growing startups to established innovators relocating to Silicon Hills, U.S. Capital offers specialized guidance for tech professionals navigating equity compensation, concentrated stock, and liquidity events. We are experienced in pre- and post-exit planning, 83(b) elections, and tax-efficient diversification.
Whether you’re scaling a company or preparing for exit, we align financial strategies with your vision—backed by institutional resources and a team attuned to the pace and complexity of the tech sector.
U.S. Capital works with real estate investors, landowners, and property entities to provide strategic guidance on tax-efficient exits, income conversion, and legacy planning. We help unwind concentrated holdings, convert idle land into passive income, and navigate complex 1031 exchanges with clarity.
For large landowners, we offer estate planning strategies designed to protect assets across generations—with the help of institutional resources and advisors fluent in the financial intricacies of real estate wealth.
U.S. Capital offers financial strategies for high-ranking military officers navigating the complexities of military pensions, Thrift Savings Plans (TSP), and post-service transitions. We have advisors who understand the unique benefits structure and career trajectory of senior officers, providing guidance on retirement income planning, tax efficiency, and long-term wealth preservation.
