Family Office Services
A partner in coordinating, consolidating, and optimizing services tailored to the unique needs of affluent families and family offices.
Who We Serve
+ Affluent Families
+ Family Offices
+ Multinational Families
+ Founders & Entrepreneurs
Our Services
Managing wealth is not just about numbers, but about people, values, and vision. We offer more than investment management, but a holistic and integrated approach to overseeing the entire wealth ecosystem. Whether it is special one-off projects, ongoing support, or a customized family office solution, SOL Capital serves to support your needs. We work closely with our clients to understand their unique goals and aspirations, and we seek to leverage our network of professionals and help elevate the collective impact of their wealth.
Wealth Advisory & Liquidity Planning
We seek to coordinate comprehensive wealth planning services that can encompass the most important aspects of our clients’ financial lives. Our services can go beyond wealth planning in that we aim to provide seamless coordination of related services leveraging our curated network of unaffiliated professionals to help meet the evolving needs of each family.*
- + Holistic family balance sheet analysis & goal alignment.
- + Strategies for multi-generational wealth transfer.
- + Cash management solutions & liquidity planning.
- + Optimize ecosystem of service providers.
- + Family governance, trust, & estate planning.
*The scope of the services depends upon the specific needs and requests of the client
Investment Strategy & Oversight
Our goal is to deliver sophisticated investment management tailored to the unique needs of affluent families. Our investment strategy and oversight services include:
+ Custom Asset Allocation
+ Risk Tolerance Assessment
+ Access to Public & Private Markets
+ Diversification with Global Exposure
+ Ongoing Monitoring & Rebalancing
Tax & Estate Planning
We seek to leverage our network of tax and estate planning experts to help maximize benefits while protecting your legacy.
+ Tax-Loss Harvesting
+ Tax-Efficient Investment Structures
+ Succession Planning for Multinational Assets
+ Legacy Preservation
+ Next Generation Wealth Transfer Support
Data Management & Back Office
+ Streamlined & Secure Data Management
+ Data Aggregation & Consolidated Reporting
+ Holistic view of Wealth
+ Infrastructure & Data Integrity
+ Transaction Processing & Reconciliation
+ Seamless Technology Integration & Online Access
Public & Private Markets
Access to curated public and private markets with an emphasis on long-term value creation.
Philanthropic Advisory
+ Strategic Giving
Customized approaches to charitable giving aligned with philanthropic goals.
+ Legacy Philanthropy
Helping families establish foundations and vehicles to leave a meaningful philanthropic legacy.
Family Governance & Education
Support designed to empower families with the knowledge and tools to help effectively manage their wealth and governance structures across generations.
+ Single Family Office Advisory
+ Next Generation Education
+ Financial Literacy
Connect With Us
SOL is always eager to learn more about your financial situation and how we can serve. Get in touch below or fill in the contact form.
Rockville, MD 20850