Wealth Management with Clarity, Confidence, and Control
Since we opened our doors in June of 2019, there was one clear objective. Create an environment where high net worth individuals and families could find an independent advocate to stand between them and the droves of salespeople in the financial industry.
Kevin Kaylakie, President of Prime Capital Family Office, has spent the last 20 years of his career working with high net worth individuals and families. During this time a strong recurring theme unfolded with most every family…
A deep desire to have a trusted, collaborative partner who will help bring clarity, increase confidence, and maintain control when making decisions.
”The money you have entrusted to our care represents years of hard work and sacrifice. The advice we give, and the actions we take, will impact you and your family for generations to come. We do not take this task lightly.
Kevin A. KaylakiePresident of Prime Capital Family Office
Wealth Management
At Prime Capital Family Office, we provide sophisticated expertise and access to resources for everything from investment management to intricate estate planning and tax optimization to meet your family’s needs and goals. Our objective is to allow your family the clarity and confidence to preserve your legacy and enjoy the benefits of success for generations to come.
Fiduciary Responsibility
As an independent firm acting in the role of fiduciary, we put your interests ahead of all else. We sit on your side of the table, between you and everyone else trying to sell you something.
Investment Management
We create and oversee a custom, tax-efficient and low-cost investment portfolio designed to meet the unique goals of each individual and entity within the family structure. Investment solutions encompass multiple asset classes across public and private markets, tailored to complement existing family holdings.
Financial Planning
A curated wealth management solution begins with integrated financial planning focused on asset protection, wealth preservation and tax mitigation. The focus is not on what you make, but what you keep. The process begins with a conversation about your goals and needs and involves trust, estate and tax planning designed to achieve a multi-generational plan for success.
Aggregated Reporting
As your family office, we aggregate and report on all your financial assets, regardless of where they are held or who manages them. Utilizing the best-in-class Addepar reporting system, we provide highly customizable views across all legal entities. Unique logins provide segmented access for different family members as needed.
Family Office Services
Prime Capital Family Office was established to provide affluent families with access to the comprehensive services and expertise of a traditional family office but on a more cost-effective basis. This shared model offers depth and breadth of professional expertise across various disciplines, institutional-grade technology and systems, and ensured continuity of services across generations.
Financial Accounting and Billpay
We will help you pay your bills, reconcile bank accounts, manage your credit cards, and keep track of infrequent invoices for insurance, property taxes and other. Monthly or quarterly financial statements consolidated and by entity, including schedules for tax reporting.
Banking Services
Working with select providers, we can offer a range of banking solutions including FDIC-insured cash deposits at preferred rates, securities-backed lines of credit, mortgages and other financing and cash management needs.
Philanthropic Planning and Execution
A carefully crafted philanthropy strategy will help you maximize your impact. Utilizing a Donor Advised Fund or family foundation, we can help evaluate non-profits and review impact investing opportunities. We can serve as a gatekeeper providing a professional “no” to donation requests that do not fit your purpose.
Family Office Consulting
We can help you develop your personal family mission statement and facilitate family meetings. For next-generation family members, we offer connection to a network of peers and opportunities for community involvement and financial education.
Family Office Blogs
Buy Now Pay Later: Some Evergreen Funds May Not Be in Your Best Interest
Buy Now Pay Later: Some Evergreen Funds May Not Be in Your Best Interest
A Crisis of Financial Elder Abuse
A Crisis of Financial Elder Abuse
Why The 2% Inflation Target
Why The 2% Inflation Target
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