What is a multi-family office group?

A multi-family office is a firm that offers cross-generational investment and banking services to a select few wealthy families. Such a service exists to protect and grow client wealth, while servicing individual banking needs and handling the daily rigors of financial management.

What is Yale Capital’s History?

While working in the asset management division of the big banks, we saw firsthand the inherent conflict of interest and unnecessary emaciation of wealth through tacked-on fees and avoidable tax implications. We envisioned a better model for our clients and, from years managing the wealth of high net worth families, we had the knowledge and experience to step out and form our own boutique investment advisory firm. Objectivity requires independence, and we pride ourselves on the integral part of our mission: to maximize returns and minimize costs, marrying academically driven investment approaches with the evolving needs of every generation of your family.

Educated at Yale University, our chairman was inspired by Efficient Market Theory and the Yale University endowment ran by David F. Swenson. As he grew and expanded his business, he diligently maintained the low client-to-employee ratio necessary for properly shepherding family wealth.  This affords us the ability to offer the constant attention and services you require and deserve.

Why is Yale Capital more suitable than a firm offering in-house estate planning and accounting?

It is a sound idea to diversify your family’s advisors for the same reasons you diversify your portfolio. We have employees with accounting and legal backgrounds and are glad to provide a check and balance to your other advisors, including investment managers. Our clients appreciate this separation, knowing that we are here to consult on the management of their wealth whilst focusing on their investments in the most tax- and fee-efficient way possible. Furthermore, as a multi-family office group, we provide advice for all generations of your family, ensuring that your family’s financial future is in careful hands. Our full-service investment management, trading and banking services tie together naturally. We feel that providing this service while working in concert with your other advisors is the most prudent method to avoid zero conflict of interest.

What additional services does Yale Capital provide to my family?

Beyond objective investment advice on traditional and the more esoteric stocks, we handle your banking needs – including money transfers, bill-paying and maintenance of account balances. We provide clear and accurate data for your accountants and other authorized advisors. Our reliable and experienced banking services team work tirelessly to meet your needs, so that you can concentrate on less burdensome activities. We can also provide electronic and manual bill-pay and virtually any banking service you desire.