Stewardship For Generations

 

Multi-Family Office + Trusts + Real Estate Management + Tax & Accounting

Complimentary Membership

We Protect & Grow Assets.

Family Trusts

Capital Directors’ Family Trust Expertise is a reliable, and caring way to protect and grow your family assets for your beneficiaries. Strategic thought and planning for numerous generations is often the goal of many Family Trust Creators/Settlors.

Wills

A Will is a written direction controlling the disposition of property at death. The laws of each state set the formal requirements for a legal Will. The Author/ Creator of A Will (called the testator), must be at least 18 years old. And must be of sound mind at the time the Will is signed. A Will must be written. When you create/author Your Will, it must be witnessed and notarized in the special manner provided by law for Wills. It is necessary to follow exactly the formalities required by law for the execution of a Will.

About us

Capital Directors Team Members always focus on acting in Your best interest, with excellent results. Your short term and long term goals are aligned with our actions at all times, always seeking optimal revenue results. Just as much care and forethought is given to every service we provide. 

ACCOUNTING

Capital Directors specializes in Accounting, Auditing, Bookkeeping, Financial Statements, Tax Accounting & Tax Preparation. Accounting or accountancy is the measurement, processing, and communication of financial information about economic entities, such as individuals, businesses and corporations. Accounting, which has been called the “language of business”, measures the results of an organization’s economic activities and conveys this information to a variety of users, including investors, creditors, management, and regulators.

Since 1988, Capital Directors Financial Corporation has been a leading trust and estate services provider for more than three decades. Capital Directors has provided its clients with devoted family office services, accounting expertise, family trust management, and escrow services, while maintaining the highest standards of integrity and professional ethics.

Our focus is always to act in the very best interest of the families we represent.  The protection of personal wealth through the use of Trusts and related structures, our accounting expertise, and the unique and extensive experience of our teams, ensures the highest quality of service for all clients from basic administration to complex and unexpected circumstances (also known as LIFE).

 

 

Capital Directors Integrity Policy
Our objective is to provide services at the highest level of professional and ethical standards. We pride ourselves for having a sterling reputation for professional integrity, probity and honesty, while remaining at all times staunch advocates for our clients.

Our Code of Conduct

We will work and act solely in the best interest of our clients.

We will assiduously avoid any conflict of interest with our clients. If any conflict of interest arises, we will immediately contact our clients.

We will provide realistic deadlines and we will meet them.

We will respond to all client requests and inquiries in a timely manner.

We will charge our clients fairly for our services.

We will deal with our clients with absolute honesty and integrity.

 

MULTI-FAMILY OFFICE

Capital Directors is a very personal and exceptionally discreet multi-family office. We realize that the needs of families often don’t coincide with business hours. You can call Capital Directors 24 hours per day, 7 days a week. We’re simply here (or there) whenever you need us, for whatever you need us to do.

Legal matters, travel needs, and medical emergencies don’t recognize holidays. As your family office, we’re committed to doing whatever is needed, for your best interest, at any hour. No task is too small or too large. The Capital Directors Multi-Family Office Teams operate on your behalf far beyond asset management. All aspects of your wellbeing and the wellbeing of those you love, matter to us. We sternly believe that caring actions are the true factors that define an extraordinary family office.

You and your family will benefit greatly from a genuinely committed team, founded on the goal of perpetually protecting everyone and everything important to you, for generations to come. Your physical health, your loved ones, your businesses, your real estate holdings, your multi-generational ownership structures, your investment portfolios, and your philanthropic goals will be protected and managed fiercely, with the greatest care.

Capital Directors is sworn to the best interests of our families. 24 hours per day. With the greatest care and discretion.

ACCOUNTING

Capital Directors Certified Public Accountants (CPAs) provide expertise in audit, assurance, taxation, management consulting, advisory, actuarial, corporate finance and legal entity structuring. We also specialize in rapid & accurate financial reports for managers, lenders, attorneys, and investors. The difference you’ll notice in financial reports completed by Capital Directors is that our easy-to-understand balance sheets, income statements, and cash flow statements, don’t confuse or obscure the vital facts.

Capital Directors keeps up-to-date in real time with tax reforms, depreciation methods, international standards, and the most current rulings by FASB.

PROPERTY MANAGEMENT

Capital Directors provides expert, reliable, and caring Property Management Services. For residential property owners, multi-family property owners, and commercial property owners. We expertly manage properties that include single family homes, apartments, multi-plexes, condos and townhomes, office buildings, shopping centers, and malls.

EXECUTORS & TRUSTEES

When it comes to Wills and Trusts, sensitivity to those involved, and especially to the true intent of the documents are the guides to our every action. Preservation of capital for the beneficiaries is approached with proven strategies to achieve the longevity of the estate for their continued enjoyment. We can also assist you in finalizing your Will and expertly establishing your Trust(s). We hold our duties as executors and trustees to be sacred.

ESCROW 

An escrow is a financial arrangement where a third party holds and regulates payment of the funds required for two parties involved in a given transaction. It helps make transactions more secure by keeping the payment in a secure escrow account which is only released when all of the terms of an agreement are met as overseen by the escrow company.

Escrows are very useful in the case of a transaction where a large amount money is involved and a certain number of obligations need to be fulfilled before a payment is released like in the case of a website being built where the buyer might want confirmation of the quality of work being done before making a full payment, and the seller doesn’t want to extend a massive amount of work without any assurance that he or she will receive payment. While traditional escrow service is quite difficult and must be obtained through banks and lawyers, Capital Directors provides online escrow services at affordable rates. While the payment is ‘In Escrow’ the transaction can be safely carried out without risk of losing money or merchandise due to fraud. This eliminates all legal jargon and allows for secure transactions and confident buyers and sellers.

Your wishes enacted with care.

Our Client List Includes