The multi-family office for ultra-high-net-worth families navigating life-changing liquidity events.
Yale Capital manages $5.5 billion for a select group of families who are preparing for or have experienced life-changing liquidity events. We serve as their family office: investments, complex tax strategy, estate coordination, and a personal CFO for everything in between.
Who we serve
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Business Owners & Entrepreneurs
You are selling a company, taking it public, or still deciding. The choices you make before the transaction closes will shape your family's finances for decades. Most of our families came to us at exactly this moment.
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Holders of Concentrated Stock
You hold a large position in one stock. You want to diversify risk without the impact of a large tax bill. We build that path: exchange funds, hedging, charitable strategies, and strategic timing.
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Multi-Generational Families
Your family's wealth now spans generations, trusts, and states. We help you see the full picture, navigate your short-term needs, and protect your assets for the long term.
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Family Offices
Your family already operates an office. You want an investment partner rather than an internal investment team. We serve as outsourced chief investment officer: portfolio management, manager due diligence, and consolidated reporting, in coordination with your staff.
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$5.5 billion
AUM
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5:1
family-to-employee ratio
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100%
client assets from high-net-worth families
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2004
independent since
AUM as of September 2026.
What does a multi-family office do?
A multi-family office manages the full financial life of a small number of ultra-high-net-worth families: investments, tax strategy, estate coordination, and day-to-day administration. At Yale Capital, each family works directly with our senior team who know their holdings, their entities, and their children's names.
Trained where the endowment model was built
Yale Capital Corp. is a St. Petersburg, Florida-based multi-family office and SEC-registered investment adviser (CRD #126992) managing $5.5 billion for ultra-high-net-worth families, specializing in liquidity-event planning, tax-efficient asset management, and family office services. In June 2026, CNBC named the firm one of its 25 Elite Advisors, and in July 2026 InvestmentNews named it a 5-Star RIA for high-net-worth clients. Details and required disclosures are on our Recognition page.
Let’s talk, before you need us.