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Helping families achieve generational wealth goals.

Family Office Wealth Planning

Custom financial planning based on each family's unique needs.
 
 
 

Asset Allocation & Management

Create and manage specific investment programs across all assets with an emphasis on liquid alternatives.
 

Family Office Consultation

Custom engagements ranging from concentrated position management, special situations trading, family governance, next-gen education, and more.
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Savoie Capital LLC oversees investments for family offices and institutional investors. Bespoke investment programs are used as independent absolute return strategies or to enhance portfolio yields.

Clients’ interests are fully aligned with custody remaining with the client, 100 percent transparency, and daily liquidity. With a strong emphasis on capital preservation and income generation, every investment program is customized to each client’s unique needs.

Savoie Capital’s proprietary investment approach integrates quantitative and qualitative methods with a deep understanding of capital markets, risk management, and market insight.

Your personalized family office investment team.

 
 
 

Transparency
Liquidity
Proven Track Record

We believe families can retain custody and daily liquidity in public investments.

Helping structure single family offices since 2009, we strive to align core values with multi-generational wealth creation.

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Set up future generations for long-term success.

 

Get In Touch

Contact Us

We'd love to hear more about your operating business or family office.

Remember:

  • The earlier you start, the better
  • Generational planning involves all stakeholders
  • Asset allocation may help with estate planning
  • Build governance centered around family values

 

1 - MAIN Side Stacked_Dark_Transparent@2x

"Paul and Ben understood the multi-generational complexity of my family office and built an asset allocation framework that aligned with our values."

- Second generation family member