Our Advisory Offerings
Family Office Services
We confidently manage complexity with precision, taking care of intergenerational legacies and manifold financial situations to ensure that you can focus on what matters most.
Family Office Set-Up & Organization
Trusts, Taxes & Estates
Next Gen Planning & Transfer
ESG Strategies & Initiatives
Philanthropic & New Venture Partner
We take administration of assets seriously, providing the guidance, resources and management needed to position your portfolio for long-term success.
Global Custody View and Consolidation
Liquid & Real Assets Overview
Cash Flow & Cost Management
Structuring Services & Family Funds
Research & Consulting
Operating on either a discretionary or advisory basis, we offer our clients a full range of in-house products as well as access to best-in-class external managers and individual investment opportunities
Focused Liquid Strategies
ESG/Impact Investment Opportunities
Manager Evaluation, Monitoring & Reporting
Risk Management & Control
The Client Experience
Experience is everything at Cape. From day one, we focus on creating a partnership that provides every resource and opportunity necessary to ensure you understand your financial situation, position accordingly, and make your mark.
It all begins with education – we empower you to make the best choices for optimal outcomes by keeping you informed and educated about the choices and opportunities available at play.
The key to a balanced, effective life plan is access to opportunity. We cultivate a strong global network to provide our clients with unmatched external options to pair with our in-house products.
Experience. Support. Empowerment.
We are here to not only help you take control, but to help you find pathways to impact while positioning you and future generations for long-term success and empowerment