Stockard Capital provides institutional-grade wealth management without institutional complexity.
We let these unique patterns guide our hand, shaping services that reflect your specific circumstances. This tailored approach allows our clients to select what matters when it matters.
You receive access to everything whether you need it or not. We’ve designed a different approach.
You select the services that address your current priorities, and as your situation changes, Stockard Capital adjusts accordingly. This modular structure ensures you pay only for what you need.
Some families need comprehensive support across all disciplines. Others require targeted expertise in specific areas. Both approaches work within our framework.
Each Stockard Capital offering is built to integrate seamlessly with the others or provide the pinpoint service you need for specific needs.
Sophisticated portfolio construction with access to institutional opportunities. We build strategies that balance growth with preservation and liquidity across public markets and alternatives.
Multi-generational planning that addresses tax efficiency, estate design and asset protection. Strategic coordination ensures your wealth structure supports your objectives.
Clear frameworks for decision-making and succession. Stockard Capital helps families establish structures that reduce conflict and enable thoughtful wealth transitions.
Strategic management of banking relationships, credit facilities and liquidity needs. We negotiate terms and maintain oversight of your financial infrastructure.
Purpose-driven giving structures, including donor-advised funds and private foundations. We align charitable activities with tax planning and personal priorities.
Our role is to distil complexity into clarity, providing strategic counsel without overwhelming detail.
You remain in control.
We offer guidance, execute on your decisions and adapt to circumstances as they evolve. Many clients engage us for specific projects initially, then expand the relationship as trust develops.
Stockard Capital conversations begin with understanding your specific situation. We listen first, then recommend solutions tailored to your circumstances.