Most Yale Capital families arrived around the sale of a business. If a sale is on your horizon, or already behind you, this is the situation we know best. We do our best work for owners selling, contemplating selling, or hedging a business in excess of $100 million.
Yale Capital Corp owns the questions your banker and attorney don't: how to structure the proceeds, where your cash will be held once the transaction closes, and what the first year after the deal looks like. We're fully integrated with your deal team to help prepare you for success in your next chapter.
If you've just entered into a new chapter with sudden liquidity, we help you set a cash strategy, allocate your proceeds into a diversified portfolio, and design your estate and gifting framework. Then we help you manage your new financial life as your family office, including investments, tax strategy, reporting, and administration.
Large platforms serve thousands of households. Yale Capital is built differently: the same senior team handles your investments, your tax strategy, and your calls, at a 5-to-1 family-to-employee ratio. When you reach out, you reach a person who already knows your situation and your transaction.
The first conversation is confidential and costs nothing. The
earlier you have it, the more options you keep.
