Private Client Group

Building the Future You Envision

Affluent individuals and families require an exceptional level of financial acumen, expertise and service to handle their increasingly complex needs. SteelPeak Wealth Private Client provides bespoke guidance and care to our clients that have entrusted us with a minimum of $5mm. Private Clients enjoy exclusive, custom investment planning and wealth consulting, privileged access to special events and an elevated level of personal attention and high-touch service.

Private Client Group

Family Office

Grow and transfer wealth across generations

Corporate Trustee Services

Ongoing trust administration for future wishes

Active, Passive and Alternative Investments

Custom investment strategies

Philanthropic Planning

Using wealth to give back

Elite Strategies

Custom portfolios using options

Business Succession and Continuity

Plans for business changes

Lending Solutions

Access liquidity from your portfolio’s value without liquidating assets

Tax Strategies

Detailed tax planning

Custom Reports

Reports tracking your portfolio's progress

Quarterly Reviews

Review your goals and progress

Professional Referrals

Grow your professional network

Exclusive Events

Meet other SteelPeak clients and like-minded people