- Tax PlanningWe offer a comprehensive range of financial services. Through our proprietary technology and systems we have created, we provide investment management and analysis. Through our virtual family office, we also offer access to various trusted sources in tax planning, estate planning, and wealth preservation strategies tailored specifically to high-net-worth individuals and families.
- Charitable GivingYes, we provide guidance on philanthropic endeavors and develop customized charitable giving strategies, helping our high net worth clients make a meaningful impact while maximizing tax benefits. We have experience with Donor Advised Funds, trusts, and other philanthropic investment vehicles.
- Estate Taxes
- Tax Return Preparation
- Investment ManagementAt Chapwood Capital Investment Management, LLC, we are committed to safeguarding your personal information. This notice describes the personal information we collect and how we handle and protect it. As part of our normal business practices, we distribute our policy annually or when significant changes are made to it.
- Bonds
- Wealth ManagementAn internationally recognized expert in the investment wealth management and personal finance industry, he was featured in “Broke,” the critically acclaimed ESPN “30 for 30” documentary that chronicles professional athletes and their financial experiences, and in the most popular Sports Illustrated article ever: “How (and Why) Athletes Go Broke.”
- Financial PlanningIf you’re a high-net-worth individual seeking expert financial planning guidance, our services are tailored to meet your unique needs. With a wealth of experience in the financial industry and a commitment to providing customized solutions, we are dedicated to helping you navigate the complexities of wealth management. Our team of experienced professionals will work closely with you to develop a comprehensive financial plan designed to help maximize your financial confidence and help optimize your investments. Contact us today to start a conversation about securing your financial future.
- Retirement PlanningConfirming the previous study’s finding, a subsequent analysis by Brinson, Singer, and Beebower, carried out in 1991, determined that the types of investments and the geographic location of assets was responsible for 91.5% of pension plans’ profits.
- Asset ManagementKim Sams was previously a managing director with Bear Stearns in the private client services division, where her focus was on developing relationships and delivering asset management services to high net-worth investors. Prior to Bear Stearns, where she specialized in managing a quantitative-based portfolio, she was an Associate Vice President with Morgan Stanley. She is a graduate of University of Minnesota where she earned a BBA in finance and communications.
- Asset ProtectionA family office focuses on asset protection, financial education, family philanthropy, and many other specific needs of a given family. A family office can also ensure and meet the privacy and the confidentiality requirement of high profile families. A family office assists in the reaffirmation of the family’s overall legacy and the mission of the family’s wealth.