Wealth planning with purpose, precision, and a personal touch.
Planning for executives, business owners and multigenerational families, with a human touch from the first conversation onward.
The confidence of knowing every detail is taken care of.
You leave every review knowing what happens next and who is handling it. When a trust or tax strategy needs your attorney or CPA, we arrange the meeting and stay with you until the work is complete.
1
You always know what’s next.
Each recommendation comes with a clear next step and who is assigned to assist, so you can see exactly where things stand.
2
We’re beside you for big meetings.
When your estate attorney or CPA needs to be involved, we set up the meeting and sit with you through it until everything is in place.
3
We follow up, so you don’t have to.
Life gets busy. We check in, find a time that works and handle the scheduling, so the important things keep moving.
The people on your side of the table.
Pelorus Capital Management is an independent private wealth practice, and its partners have worked side by side since 2005. Beyond managing portfolios, we work as partners to corporate leaders, business owners and multigenerational families, taking the time to understand the life and family behind the wealth. Many of the decisions you bring to us, our team has dealt with up close.
Where families stay for generations.
The same people, the same care, year after year.
1
Independent, and a fiduciary.
As an independent, SEC-registered investment adviser, we act as a fiduciary and are not tied to any proprietary products. That leaves the team free to choose open-architecture investment, tax and estate planning solutions around your family’s interests. Accounts are held at First Clearing, a Wells Fargo Company.
2
Your advisors, coordinated for you.
You don’t have to act as the go-between. Pelorus works directly with your CPA, estate attorney and other trusted advisors, so wealth, tax and legacy planning move together.
3
Relationships across generations.
Reviews often start with health, family milestones and life goals before any numbers come up. Some client relationships go back to the ’90s and now include three generations.
Every part of your financial life, coordinated.
Investments, tax, estate, business succession and real estate, coordinated with your own CPA and attorney. Part of our role is helping you identify needs and opportunities you may not have known to ask about.
Financial and Family Wealth Planning
A written plan the whole family understands
Investment Management
A portfolio that serves the plan
Executive Compensation and Corporate Benefits
A position you are not sure how to unwind
Tax Coordination and Strategy
Tax moves timed to the rest of the plan
Estate, Trust and Legacy Planning
Documents on your list for two years
Business Succession and Transition Planning
A sale or handoff planned years ahead
Real Estate and Liability Management
The other side of the balance sheet
Who we serve best.
We work best with clients who value proactive advice, appreciate accountability and want a dedicated partner to take the operational heavy lifting off their plate.
Planning that includes the next generation
For families planning across generations, we coordinate investments, estate and gifting, and bring the next generation into the conversation early.
When the business is your retirement plan
Well before an exit, transition or liquidity event, we build savings outside the company and plan the sale and what follows it.
After a divorce, a loss, or a business sale
We work through the accounts and assets with you, build the plan that comes next, and bring the rest of the family in when it helps.
When much of your wealth is in property
We plan around 1031 exchanges, Delaware Statutory Trusts and property sales, and coordinate the tax and estate side so your holdings fit the rest of the plan.