WHAT IS FINANCE CAPE?
We’re your Financial Concierge and Coach, guiding you to solutions for potentially lower taxes, higher profits and greater wealth. We specialize in strategies for accredited investors and high net worth clients that include tax reduction, wealth creation and estate planning.
Our process is multifaceted and customized to you. We either work in concert with your current advisors to increase the value you’re receiving, or provide you with strategic options so you can select the advisors and accountants you want to work with.
Through our Institutional Endowment Model, we offer accredited investors the option to invest directly in private and fixed assets. We dedicate significant resources each year to find the most-up-to-date portfolio-allocation strategies that we then hand pick through an extensive due-diligence and screening process. Now these investing options are available to you.
