Proficio Capital Partners is a multi-family office that serves as a high-touch manager of liquid and illiquid financial assets. The company uses an opportunistic approach to diversification through the construction of a highly diversified and actively allocated combination of asset classes and securities using internally managed and externally managed investment vehicles. Proficio Capital Partners builds bespoke portfolios utilizing institutional backgrounds and experience in financial markets to provide a comprehensive and integrated dynamic plan for families complete financial affairs, including investment management, wealth transfer strategies through estate planning and philanthropic initiatives, proactive tax and multi-generational planning, administrative services, risk management, and implementation of family governance.
Focus Areas
Investment Types
Notable Investments
