who we serve

High Net Worth Individuals and Families

High net worth individuals and families have a unique set of needs that is often overlooked in the traditional wealth management industry.  

They desire access to resources that are more akin to a family office than a typical wealth management or brokerage firm. They want a relationship with a wealth manager who looks at the whole picture, not just public investment portfolios.

It is this intersection between family office and standardized wealth management client where you will find most of the individuals and families we serve.  

Family Offices

Anyone who has worked with family offices will know and understand the statement, "If you have seen one family office, you have seen one family office." Each is unique. 

We offer the ability to construct a custom service offering tailored to the needs and goals of a family office, to complement existing staff and capabilities. Our offerings include financial administration, philanthropy advising and financial education. 

Founders & Business Owners

Many entrepreneurs have their net worth concentrated in their business. Because of this lack of liquidity, many traditional wealth managers will shun these clients until they have sold or divested.  

The reality for these owners is that pre-liquidity planning is often the point in a relationship where large sums of wealth are saved, protected, and transferred to future generations with proper guidance.  

SineCera Capital reserves a limited number of spots for pre-exit planning clients each year in order to help these families realize the full benefit of their years of hard work.