Capital Asset Management

We help affluent families and individuals protect and enhance their wealth. As an independent, Multi-Family Office, we offer expert advice on organizing assets, identifying life and financial goals, and making astute investment choices. Through years of experience, we have developed a comprehensive approach and an extensive range of services, which can be easily customized to the needs and desires of each client.

With a career spanning well more than 30 years, Todd is the architect of the firm's independent, multi-family office approach. Responsible for developing and integrating the firm's unique and comprehensive capabilities, he continues to lead the investment committee overseeing all allocations and investment selections, while remaining integrally involved in all phases of the wealth management process.

Because we are deeply committed to financial education and transparency, we will always take whatever time is needed to address any questions our clients may have. Over the years, we have discovered that many of these questions are similar in nature and context. Below we have assembled a list of frequently asked questions--the list is comprehensive but certainly not all inclusive.

Every year, the IRS reviews marginal tax rates, retirement plan contribution limits, the taxability of Social Security and the estate and gift tax exclusion, to account for changes in the cost of living. Because some inflation-even at the very modest levels we have seen over the last several years-is expected, adjustments are needed.