Camino Capital Limited

Overview

Camino Capital is an independent multi-family office advisory business for families with significant wealth. The firm helps clients define a purpose, vision, and objectives for their wealth, then coordinates advice and administration around those priorities.¹

History

Camino Capital reports that it was established in 2016.²

Services

The firm supports wealth planning, investment oversight, accounting, tax, and corporate finance. Its planning process emphasizes controllable factors such as costs and taxes to improve net outcomes. Camino Capital also provides reporting and administration designed to reduce clients’ administrative burden.³

Camino Capital coordinates structures intended to simplify complex, multigenerational family decisions. It works with global private banks and investment managers as part of its advisory role.⁴

What the firm offers

• Financial planning
• Tax planning
• Administration and bill pay

Client Focus

The firm serves significant family wealth and works with clients and their families to clarify how their wealth should support shared purposes, visions, and objectives.⁵

Approach

Camino Capital says it has no ties to any financial institution and provides impartial, unbiased advice. The firm reports that it is compensated only by clients and charges a flat fee rather than fees linked to assets or transaction volume. It describes its purpose as looking after clients’ money as if it were its own.⁶

FAQs

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• Similar firmsDLS Capital Management Limited
  Trustmoore, Independent, management-owned provider of fund, capital markets, corporate, and private-client administration services
  Wealth Management Limited (WML)

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.