INNOVATIVE WEALTH
SOLUTIONS FOR ULTRA HIGH NET WORTH FAMILIES
Let us help you
build your legacy.
We leverage our status as independent advisors to match sophisticated investors with the most tax-efficient wealth solutions that meet the needs of Ultra High Net Worth Families.
$200M
Assets Under Management
$1B
Insurance Placed
3
Office Locations
Private Placement
Private Placement Life Insurance (PPLI) is a tax-eliminated investment strategy that gives sophisticated investors access to any asset class and investment strategy without the performance drag of income / capital gains taxes.
Investment Management
Investment solutions for wealthy families are not “one size fits all.” Each family’s strategy should be constantly updated to reflect the ever-changing tax environment, industry innovations, and family goals. We provide tailor-made strategies that maximize tax efficiency and family assets.
Estate Planning
Custom strategies for Ultra High Net Worth families to protect generational wealth from unnecessary taxes and expenses. We work with families to ensure their legacy will be protected and their wealth will be transferred to future generations and charitable causes close to their hearts.
Private Equity
South Wake Capital manages its own private equity fund, South Wake Partners. South Wake Partners is a middle-market healthcare fund that invests in growing healthcare companies across the US and Europe
Who We Are
Our Leadership Team has decades of experience servicing Ultra High Net Worth families and their unique needs. We stay on the cutting edge of investment ideas, products, and tax legislation to meet the investment management and estate planning needs of our clients.
Our team is composed of specialists, industry leaders, and multi-generational entrepreneurs dedicated to changing the way Ultra High Net Worth families build their legacies.
Our areas of expertise include: Private Placement, Private Equity, Estate Planning, Business Planning/Continuation, Private Wealth Management, and Family Office Consulting.
Through our exclusive partnerships with the leading multi-billion dollar investment and insurance companies, our professionals are able to provide exclusive solutions required to satisfy the complex needs of the ultra-affluent.
