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Wealth Management & Family Office Services

Wealth Management

We work with high net worth individuals to provide tailored services to meet their individual needs.  An overview of the areas of expertise we provide include, but are not limited to:

Financial Planning

We work with you to gather information, understand your needs, and gain insight into your priorities and goals. This process involves our highly skilled team members and professional partners who add value in areas related to tax, estate, lifestyle management, legal expertise and more.

Together, we develop a holistic plan that ensures complete integration of all aspects of your life. This in-depth overview, along with our analysis and recommendations, allows us to manage complex financial and life management needs by creating a comprehensive plan tailored exclusively to your specific needs and circumstances.  To learn more about how Riverplace Capital can help you with a customized Financial Plan click here.

Investment Advisory

As your fiduciary, we always represent your financial interests ahead of our own. In the process of creating and implementing your investment portfolio, we ensure that your long-term investment strategy is synchronized with your family’s specific financial life goals, time frame and risk tolerance. We follow an evidence-based investment approach that historically has provided our clients with the financial resources to live a full life.  To learn more about our investment philosophy and the unique approach we take to our investment process, click here.

Tax Advisory

We provide end-to-end management of our clients’ tax compliance with a tax professional; whether they are an existing client relationship or a new professional introduction that we help make.  The team starts by coordinating all tax data collection. Then, utilizing our in-depth knowledge of your various comprehensive tax advisory services for you, with a focus on tax minimization. We take pride in alleviating the stress of tax management—allowing our clients to focus on what’s most important, their families and their business.

Legacy Planning

When you are trying to preserve a multi-generational vision, there is no universal playbook to anticipate life’s uncertainties. Our highly trained professionals have spent decades working with, listening to, and developing long-term solutions for our clients that work for them and their families. The successful best practices and strategies we have implemented have helped our families create comfortable legacy continuity and sustain their wealth for generations.

Wealth Transfer Expertise

We collaborate with top estate planning attorneys and firms in the area. The collaboration between our talented team and trusted outside legal counsel allows for meaningful best practice sharing and creative problem solving. We have found that innovative wealth transfer solutions and meaningful intellectual capital gained over years of serving client families can be leveraged to benefit a variety of client situations.

Bank, Custody & Lending

Riverplace Capital engages an array of lending institutions—both national and regional, large, and small. When making a selection, confidentiality, high-quality service is always a priority, as are information safety and cybersecurity are at the forefront. When pursuing lending credit, we will, whenever possible, provide you with a variety of proposed loan terms, after shopping for optimal rates and terms, whether it be for a business, home, or automobile.

Concierge Services

We provide a wide range of concierge and lifestyle services, anything from basic bill pay to, to debt management, to buying and selling real estate. Delivering these specialized offerings requires a team that values hard work, trust, and confidentiality. We proudly offer a refined level of personal assistance to our clients, drawing from proven service providers on our team. We will do everything necessary to ensure all matters are executed properly and to our clients’ specific requirements.

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Make a plan towards achieving your family and life goals today.

Family Office Service Contact

To meet that end, a specialized array of family office services include:

Lifestyle management

  • Bill paying
  • Budgeting and forecasting
  • Collectibles management
  • Travel planning
  • Property management
  • Concierge services

Customized accounting and reporting

  • Data aggregation
  • Consolidated investment reporting

Integrated planning

  • Federal and state income tax planning and compliance
  • Estate and trust planning
  • Relocation and state residency
  • Life insurance
  • Family meetings
  • Succession


  • Mission statements
  • Personal giving
  • Foundation management

Risk management

  • Banking and liability support
  • Custody account arrangements
  • Asset protection
  • Insurance analysis and oversight

Coordination with Third Parties

  • Credit issues and monitoring
  • Personal security
  • Construction projects
  • Real estate transactions
  • Concierge medicine
  • P&C insurance

We can help you from start to finish by providing long range financial planning for you and your family – today, tomorrow and well into the future.