Stockard Capital offers a flexible menu of services for clients managing significant wealth.
We acknowledge that every circumstance is different and that family goals will naturally shift over time. Stockard Capital encourages a modular structure of engagement based on each client’s current priorities.
Institutional investors benefit from access to sophisticated managers, alternative asset classes and disciplined oversight. Individual families often lack the relationships or internal expertise to replicate these advantages. Stockard Capital bridges that gap, bringing institutional-quality investment capabilities to families while maintaining the flexibility and customisation that larger organisations struggle to provide.
Stockard Capital knows that wealth planning at this level transcends simple solutions. It requires integrating trust structures, entity design, tax optimisation, succession frameworks and family dynamics into a coherent architecture. Done well, planning preserves substantially more capital for family use and philanthropic purposes. Done poorly, it creates administrative burden, family conflict and unnecessary tax leakage that compounds over decades.
Wealth creates opportunity but also complicates family relationships. Who decides what? How are distributions determined? What responsibilities accompany inherited assets? Without deliberate structures, families default to informal arrangements that often create confusion, resentment or conflict. Formal governance doesn’t eliminate the need for difficult conversations, rather it provides frameworks that make those conversations productive rather than destructive.
Significant wealth requires sophisticated banking relationships that extend beyond personal checking accounts. Coordinating these relationships strategically, negotiating favourable terms and ensuring proper integration with investment and tax planning requires dedicated oversight that most families lack.
Many families give charitably but lack strategic frameworks connecting donations to personal priorities, tax planning, or measurement of actual impact. The difference between reactive and strategic philanthropy compounds dramatically over time, both in social outcomes achieved and financial efficiency realised. Thoughtful structure transforms sporadic charitable impulses into sustained programs that create measurable change while optimising tax benefits and engaging family members meaningfully.
Investment strategy informs tax planning. Estate structures affect philanthropic capabilities. Banking relationships support investment execution.
Alternatively, engage us for specific expertise while managing other areas independently or through existing advisors. At Stockard Capital, we adapt to your preferred model.
Contact us to discuss which services address your current priorities.