Column capital

Description

Regular meetings and proactive follow up are part of our standard client service model. We strive to develop a long-term relationship with each client, and to help our clients meet their financial goals. We prepare analyses for review at each meeting or call, depending on each client’s issues and concerns. We are focused on providing the highest quality client service, and we recognize the importance of implementation and frequent follow up.

Our firm is committed to providing a high level of service and maintaining a select number of clients. As a result, our client minimum fee is $10,000. While there can be exceptions to this minimum, we only accept client relationships where we feel we can provide significant value and be compensated accordingly.

Column Family Office (CFO) provides a complete array of tax services tailored specifically for the needs of high net worth individuals and families. Understanding tax laws, staying abreast of changes, and finding opportunities takes a full-time commitment. We provide tax services with a keen awareness and command of tax law. Our services provide many benefits to our clients including accuracy, efficiency and value.

Column Capital’s Financial Planning Services cover all areas of financial and tax planning. The services provided to each client are integrated and customized to address their specific issues and help them meet their financial goals and objectives. As a fee-only advisor, we bill each client a fixed financial planning fee based on their net worth and complexity of their financial situation. We provide each client a customized financial planning binder with detailed analysis of all relevant planning areas.

At Column Capital, we strive to provide you the highest quality financial advising experience we can by holding ourselves to a higher standard. One way we do this is by being a Registered Investment Advisory firm.

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