Helping families manage the legacy risks produced by intergenerational transfer
The Challenge
The greatest wealth transfer in the history of the United States, measured in trillions of dollars and driven by the aging of the Baby Boomer generation, has already begun and is poised to accelerate. But thousands of family held companies are unprepared for the financial costs and the inter-family discord produced by generational change.
Read More >
Our Mission
Capri Capital Partners helps preserve family legacies from the risks associated with wealth transfer by leveraging decades of experience in investing, governance and capital markets. Our mission is to educate and empower families by helping them prepare for the inevitable passing of the founders of the family business.
Learn More >