What is the Trademark Capital difference?

 

Comprehensive – Unlike other advisory firms, Trademark Capital has expertise in all key areas of wealth management: tax planning and compliance, investment advisory services, estate and trust services, risk management and insurance planning, philanthropic planning, expense management, and accounting.

 

Partnership – Trademark Capital acts as your advocate in coordinating a team of top tier professionals such as investment managers, attorneys, and tax experts.

 

Objectivity – All members of the Trademark Capital team serve you objectively without the conflicts of interest found in commission-based brokerages. 

 

Coordination and Convenience – You have a dedicated Client Services Director as your point of contact who coordinates the delivery of services from a multidisciplinary team of specialists. All services are provided with the highest level of personalized care and attention.

 

Transparency and Trust – Nothing is hidden. Trademark Capital is compensated through a flat, annual fee. These fees are clearly detailed in our service agreement.

 

Accountability – You get the clear picture of how every facet of your finances is performing and how you are progressing toward your short and long-term life goals. 

 

Individualized – At Trademark Capital we understand the needs of affluent families. We have structured our company to serve the unique requirements of each individual and family we serve.

 

Flexible - You have the flexibility to use our Comprehensive Family Office (CFO) solution or to access specific services to enhance your existing capabilities.