Correll Capital Multi-Family Office

Overview

Correll Capital presents itself as a financial planning and wealth management firm serving families through personalized attention and approaches built around each client’s needs. The firm says it conducts rigorous research and serves an exclusive client base through advisers it describes as commission-only fiduciaries.¹

Services

The firm reports active portfolio management, independent reporting, and a personal financial portal that consolidates client accounts. Its planning may include tax mitigation and alternative strategies developed through planning and strategy committees.¹

Correll Capital’s strategy committee prepares tax reduction plans and evaluates investment strategies for high-net-worth individuals, institutional investors, family offices, pensions, and corporate retirement plans.²

The firm also collaborates with insurance agents, attorneys, CPAs, and other external professionals to coordinate planning and investment decisions.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client Focus

Correll Capital serves families and reports working with high-net-worth individuals, institutional investors, family offices, pensions, and corporate retirement plans. Its technology platform enables advisers to serve clients throughout the United States.²

Approach

The firm says its advisers build recommendations around each client’s specific circumstances, supported by research, committee review, independent reporting, and ongoing access as financial needs change. Clients may schedule consultations without a stated limit.¹²

Assets and Minimums

Correll Capital reports that advisers are compensated through client-paid commissions and that the firm generally does not impose a minimum account requirement.²

FAQs

Related resources

• LocationMultifamily offices in Palm Beach

  This Palm Beach resource helps a wealthy family or business owner compare the types of firms serving the region. It offers context for considering how Correll Capital's investment management, financial planning, tax planning, and private investment services may fit local family or institutional needs.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com explains capital gains rules and planning considerations that can affect investment decisions, liquidity, and family wealth transfers. Its guides give a prospective client questions to raise about tax planning alongside investment management, retirement planning, and private or alternative investments.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides directories of family offices and investors, useful for understanding the broader audience a wealth manager may serve. A business owner or institutional investor can use it to research peer organizations, potential relationships, and the kinds of investment or planning needs common among those groups.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced chief investment officer differs from a multifamily office in scope, structure, and responsibilities. It can help a family decide whether it needs investment oversight alone or a broader relationship covering financial planning, tax planning, risk, insurance, and retirement matters.

• Similar firmsLegacy Family Office, LLC
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  Profiles of Legacy Family Office, LLC, Barclay Breland Family Office, and Element Pointe Family Office provide comparison points for a prospective client reviewing firms on this site. Looking across their stated services and client focus can help a wealthy family or business owner frame questions for Correll Capital.

Sources

1. Correll Capital
2. Correll Capital Frequently Asked Questions

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.