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Families come to Alpha Capital for many reasons, and with vastly different needs and circumstances. Some of these scenarios include:
- Entrepreneurial wealth—Many clients accumulate significant wealth as a result of long-term entrepreneurial success or the sale of a business. The sooner
 they begin planning, the greater the impact we can have on helping them diversify their holdings, plan for taxes, implement investment and estate planning strategies, and ultimately facilitate the management of their increasingly complex financial lives.
- Major inheritance—A large inheritance can be a life-changing event. A multi family office can help you devise appropriate tax and estate planning strategies, identify and articulate your philanthropic goals, and coordinate all the services associated with the management of significant wealth.
- Senior Executive—Senior corporate executives create wealth through regular compensation and stock options. It is important to channelize savings into investments so as to have a protected future. A multi family office prepares a blue print for the same and ensures management of the same.
- Existing family office—Clients who already have a family office often look to Alpha Capital to enhance capabilities in specific areas.
- Reliance on individual advisors—Clients served by an array of individual investment counselors, accountants, lawyers, brokers and other professionals often find it beneficial to leverage the skills of a multifamily office to more efficiently and effectively coordinate service delivery with their providers.
Regardless of your family's specific situation and needs, you may recognize a growing need to diversify investments, create a family legacy and manage what is becoming an increasingly complex financial situation. Alpha Capital can help you find a more efficient—and satisfying—approach.
While there is no universally accepted definition, a multi family office can generally be described as an entity that supports the complex financial needs of a specific family and acts as their "chief advisor." Multi Family offices typically provide personalized services, technical expertise, creative business leadership and day-to-day management of financial affairs. Some compare the family office to a family's “back office" for all product and service providers and professional advisors, providing advocacy for the family's best interests while serving to strengthen the family mission and legacy.
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