Through our investment partners, we build and manage customized portfolios designed to preserve and grow our clients’ wealth.
We help our clients ensure their legacies for future generations with customized estate planning.
We assist our clients in administering their charitable giving. We help our clients find and vet worthy charities that meet the client’s criteria.
We may serve as trustees for the trusts of dependent children or other heirs.
We help our clients organize their financial lives, including bill payment and the vetting of outside service providers.
Through our partners, we offer bank-owned life insurance (“BOLI”) policies, which are used by many financial institutions for tax-planning purposes.
Capital Park Asset Management was formed to offer comprehensive services to family offices, institutions and high-net-worth individuals. Our services include investment management, tax and estate planning, trustee services, vetting of outside professional service providers, business advisory, succession planning, philanthropic planning and other concierge financial services.
Investment advisory services are provided via Sizemore Capital Management LLC, a registered investment advisor.