When you need to make the transition of your wealth, we start with you. Once we know you better, we’ll help you to build a solid financial foundation and implement it in the way that suits you best, so you can do the things you love to do.

ALPHA CAPITAL is committed to maintaining and growing your wealth and our investment solutions are designed with your best interests in mind. Our philosophy is to focus on the results as well as creating a plan that will engage you and help you sleep easily at night.

After years of working hard to build and maintain your wealth, it may be time to consider the next step.

You may want to explore giving a substantial amount to meet your philanthropic goals, or make the most of the wealth you pass on to future generations. If you own a business, it might be time to prepare for an eventual sale or transfer.

Align transition planning with your goals

Smart strategies for transitioning your wealth can help you:

  • Determine the current value of your assets
  • Identify tax-efficient options to transfer wealth and property
  • Ensure that your wishes are carried out for future generations
  • Direct and document how you would like assets divided among your beneficiaries