Private Clients Division

At InterCap Wealth we are constantly re-evaluating and analyzing regional, national and global events to determine our clients’ needs. As the managing director or corporate decision maker, you are probably responsible for numerous and complex financial matters for both your employees and yourself. That is why InterCap Wealth has a top tier Private Clients’ Division. While ICW itself caters to select wealthy individuals, pensions and corporate trusts, the Private Clients’ Division was created for that special one percent. For clientele with ten million USD or more in equities and/or liquid funds, we provide an all-encompassing solution. From publicly traded stock (Rule 144 securities), options (10b5-1 corporate insider), trusts, estate planning to capital raises, treasuries, venture capital and global asset allocation, InterCap Wealth is that final solution. Each portfolio is managed by an expert team of financial consultants who are responsible for the development and structure of a previously agreed investment strategy.
Our Private Clients’ Division works in small teams with a restricted number of clients to ensure the highest standards of dedicated performance. Their sophisticated hand-tailored models are constantly monitored and adjusted to minimize market risk while taking advantage of timely investment doctrine. The Private Clients’ Division is the preferred choice for the affluent individual and multi-national conglomerates looking for discreet expertise in developing a global financial platform.

 

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