We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Today, individuals and families of wealth need a different approach, one that considers the impact of family culture on wealth management strategies and one that integrates the family’s intellectual, social, and human capital on financial and material assets.
Schilbach Capital Strategies understand these needs and have built a model that is designed to optimally serves families and individuals of wealth by considering all forms of their wealth within an integrated, optimized management process.
We guide affluent families through the maze of issues inherent in multigenerational wealth with a special emphasis on intergenerational dynamics, family relationships, family education and abundance philosophy.
Our elegant, distinct process begins with you. Focusing on your needs from your perspective and seamlessly integrating services and strategies that fit your family’s culture will ensure your family is optimally served.
Find out more about our Process