• Hedge Funds

    Investor confidence demands a higher degree of professional service. We provide transparent, accurate, and timely reporting delivered with the very best in customer service.

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  • Family Offices

    A balance of risk and reward ensures multi-generational financial stability. We establish governance, monitoring, and advanced reporting to better execute and evaluate investment ideas.

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  • Asset Managers

    Sophisticated investment managers require useful and timely information presented in an understandable and actionable format. We provide the platform to increase control of your investments in global financial markets.

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  • Institutions

    The longevity of your organization is dependant on sound decisions. We provide the tools to navigate a complex and changing business environment.

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Financial Oversight

Integrated Financial Management:

  • Financial Planning
  • Tax Planning
  • Decision Advisory
  • External Advisors

Accounting / Tax / Financial Reporting:

  • Financial Reporting
  • Partnership Accounting
  • Tax Preparation
  • Records Custody

Investment Strategy & Performance:

  • Strategy & Policy
  • Asset Allocation
  • Manager Selection
  • Performance Analysis
  • Correlation Analysis

Philanthropic & Foundation:

  • Philanthropic Mission
  • Foundation Management
  • Tax Efficiency
  • Personal Giving

Risk & Liability Management:

  • Liability Management
  • Exposure Analysis
  • Bank Financing
  • Insurance Oversight

Family Continuance & Governance:

  • Family Meetings
  • Client Education
  • Coaching & Tutorials
  • Family Issues Advisory

LifeStyle Management:

  • Concierge
  • Bill Paying & Budget
  • Cashflow Management
  • Private Travel
  • Collections Management

Trust & Estate Administrator:

  • Estate Plans
  • Estate Administration
  • Private Trust Services
  • Trust Selection

Strait Capital

Our Team

Our Firm

Strait Capital