Capitol Financial Group, Inc.
 
Mission and Organization
   Mission Statement
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   Specific Areas of Expertise
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Mission and Organization

Our Specific Areas of Expertise

WEALTH TRANSFER DISCIPLINES

  • Estate Transfer Analysis
  • Estate Liquidity Analysis
  • Generation Skipping Transfer Analysis
  • Private Foundations
  • Dynasty Trusts
  • Trust Owned Insurance (TOLI)
  • Qualified Personal Residence Trust
  • Family Limited Partnerships
  • Grantor Retained Annuity Trusts
  • Family Limited Partnership Insurance
  • Grantor Retained Income Trusts
  • Pooled Income Trusts
  • Endowment Planning
  • Survivorship Insurance
  • Private Split Dollar Plans
  • Charitable Lead Trusts
  • Wealth Replacement Trusts
  • Charitable Remainder Trusts
  • Conservation Easements
  • Charitable Giving Analysis
  • Offshore Protection Trusts
  • Split Dollar Plans
  • Private Placement Insurance
  • Partnership Freezing Techniques
  • SERP Split Dollar Swaps
  • Future Incentive Trusts

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photo: clients shaking hands
"Given the opportunity to know you and your situation, Randal can apply his knowledge and explain the most efficient way to reach financial security for you and your family. He has helped me and I recommend Randal and CFG’s services to you based on my experience."

Tim Lyddane,
President
Imperial Produce Company, Inc.
Executive Compensation Business Succession Risk Management Wealth Transfer