Client Experience

We Offer a Family Office Experience

At Vail Capital Management, we seek to provide institutional-caliber service and sound financial guidance exclusively to private clients. Our firm also delivers tailored wealth management solutions to senior executives, wealthy families and affluent individuals. Clients have various options for brokerage custody services with well-respected, leading global institutions. One option is custody services provided by Pershing LLC, a BNY Mellon company. For more on how Pershing protects client assets, visit their website.

Through our family office experience, our objective is to clarify and simplify your financial concerns. We can serve as your personal chief financial officer, coordinating investment strategies with estate and tax planning.

We believe in establishing a wealth plan to define your current financial position and challenges. With this understanding, our firm can execute strategies to help meet your long-term objectives. We strive to maximize after-tax, after-fee, risk-adjusted returns on your investments.

Services Include:

  • Financial Planning
  • Cash Management
  • Business Succession Planning
  • Estate Planning Strategies
  • Alternative Investments
  • Philanthropic Services
  • Wealth Management
  • Lending Products
  • Life Insurance
  • Portfolio Management
  • Executive Financial Services
  • 529 Plans
  • Asset Management
  • Retirement Planning
  • Divorce Financial Analysis
Throughout the years, we establish deep and enduring client relationships. Supporting our clients during life-changing events and helping them with aspects that go beyond just managing their assets is an essential mentality in the ultra-high-net-worth space and makes a difference in our clients’ lives. CHRIS GRAHAM