A personal CFO for your family.
Every family of significant wealth manages a small financial operation: bills, wires, trusts, escrow, cash across a dozen accounts. Most families have the headache of managing this themselves. Yale Capital Corp coordinates all of it for you, through your custodian and alongside your own professionals.
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100+ years
Combined financial experience
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$5.5 billion
AUM
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5:1
Family-to-employee ratio
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2004
Independent since
AUM as of September 2026.
What your personal CFO handles
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Bill payment and vendor coordination,
handled through your custodian, with controls and a paper trail.
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Federal wires and transfers,
coordinated with your custodian, same-day when the deal requires it.
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Escrow and trust disbursements,
coordinated with trustees and counsel.
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Cash management
across accounts, entities, and reserves, so idle cash is put to work and obligations are planned for.
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Margin and lending coordination,
negotiated on your behalf.¹
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Consolidated reporting:
every account and entity in a single comprehensive report, monthly.
¹ Borrowing against your portfolio involves risks, including that a decline in the value of your securities may require you to deposit additional collateral or may result in the sale of your securities without notice, and variable interest rates may increase.
Why families hand this off
Wealth administration is constant, unglamorous, and expensive to get wrong. A missed filing, a mistimed wire, or an unwatched account costs real money and real peace of mind. Our families hand us the machinery so they can focus on decisions, not paperwork.
The boutique difference
Yale Capital's personal CFO service is staffed by the same senior team that manages your investments, at a 5-to-one family-to-employee ratio. When a decision is needed, the person who calls you already knows the context.
Make one list of everything you administer yourself. Then hand it to us.