Broker Check

Who We Serve

Here at Righthand Capital, LLC, we have assisted high net worth individuals, business owners, and corporate executives to plan for and manage their financial health and future.  Whether it is estate planning, charitable giving, strategies for managing compensation or succession planning (among others), we are fluent in the opportunities and options available to you and your family and can help develop a plan to meet your unique needs and objectives. 

Affluent Families 

We have developed a keen understanding of what it takes to maintain your financial health for the immediate future, while building a legacy that can last for generations to come.  

To develop a financial plan that is tailored specifically for you, we employ a disciplined and structured approach that, by design, ensures we incorporate all of your needs, goals and objectives.  Our open architecture platform gives us a wide range of highly rated asset and risk management solutions that allow us to develop personalized strategies to address: 

  • Estate Planning and Asset Protection
  • Multi-Generational Wealth Planning
  • Charitable and Family Gifting
  • Cash Flow Modeling

Business Owners 

Family owned businesses are essential to the US economy, yet only a fraction of these businesses will survive into the second or third generation.  The ultimate reasons for failure are varied but include, among others, federal estate taxes, lack of a proper succession plan and family conflict.

We can work with your accounting and legal advisors to help you build and implement a plan to help maximize the value and secure the health of your business by addressing issues including: 

  • Business Succession Planning
  • Buy-Sell Agreements
  • Tax and Estate Planning
  • Exit planning

Corporate Executives 

As a corporate executive, you have worked hard to achieve your success.  Let us work hard on your behalf to make sure that financial success is maintained for both you and your family.  Our advanced wealth planning expertise helps executives with the nuances that make up your broad financial picture, including compensation packages, equity options, and deferred incentives.

At your request, we can work with your accounting and legal advisors to help you build and implement a plan to manage these present and future assets by addressing issues that include: 

  • Corporate plan document analysis
  • Employee stock option and tax strategies
  • Restricted stock, long-term incentive plan analysis
  • Concentrated wealth protection strategies