Purpose driven Wealth Management

SineCera Capital provides families with access to an ecosystem of solutions and skilled professionals that help bring clarity, confidence and purpose to their financial decision making process.

Understanding the big picture starts with a sound plan.

A comprehensive plan brings together an array of resources and services that allow our families to align their wealth with their purpose.

WEALTH ADVISORY

  • Estate Planning & Coordination with Attorneys

  • Business Succession

  • Asset Protection

  • Commission Free Life Insurance and Income Solutions

  • Income Tax Strategies & Coordination with Accountants

  • Portfolio Aggregation & Reporting

  • Investment Management

  • Alternative Investments

  • Private Placement Life Insurance

BANKING & CREDIT ADVISORY

  • Credit Coordination & Negotiation

  • Securities Backed Lines of Credit

  • Banking Relationship Management

  • Interest Rate & Credit Risk Management

  • Guidance on Art, Insurance, Watercraft, and Aviation Financing

PHILANTHROPY

  • Philanthropic Strategy & Implementation

  • Impact Investing

  • Foundation Management

  • Donor Advised Funds

  • Charitable Trusts & Entities