CAPTRUST Financial Advisors has announced the addition of Southern Wealth Management (SWM). The firm is headquartered in San Antonio and has offices in Dallas and Midland, Texas, as well as New Orleans.
SWM manages more than $2.3 billion in assets and specializes in serving ultra-high-net-worth families with a robust suite of family office services. The team's philosophy focuses on helping families navigate the labyrinth of options available to them, develop sound strategies, and implement their financial plans in a manner that will stand the test of time. This approach goes beyond traditional investment portfolio design and management to encompass sophisticated financial and estate planning.
The firm will more than double CAPTRUST's existing tax practice, adding tax consulting and compliance expertise around income, estate and gift taxes. SWM also offers business succession planning, including business valuation, life insurance portfolio design and management, and ph