LET'S CONNECT

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LET'S CONNECT

Capella Advisory is a boutique licensee advisory firm that provides tailored support services to entrepreneurial private advisory firms who specialise in serving high net worth (HNW) and ultra-high net worth (UHNW) clients.

 Partnering with Capella:
A Gateway to Growth

Capella was born out of the vision of entrepreneurial business owners who saw a need for better support in servicing the private advisory market.

At Capella Advisory, you’ll gain access to a wealth of resources and expertise that will transform your practice. Our proven strategies and methodologies will enable you to:

  • Expand your client base: Tap into our extensive network of other professional who also work within the HNW and UHNW.
  • Elevate your service offerings: Differentiate your firm and your offer through growing an learning from other like minded firms and our professional partners.
  • Achieve operational excellence: Streamline your operations and enhance efficiency with our comprehensive support systems.

Our Mission
Mission

We seek to partner with advisory firms that share our commitment to excellence and possess the following qualities:

  • A strong track record of success: Proven expertise in managing HNW and UHNW portfolios.
  • A client-centric culture: A deep understanding of the needs and aspirations of HNW and UHNW clients.
  • A collaborative spirit: A willingness to share knowledge and expertise with fellow private advisory firms.
  • A commitment to growth: A dedication to expanding your client base and achieving financial success even through succession planning.

We understand your unique needs and we have comprehensive suite of support services designed to empower you to deliver exceptional client experiences and achieve enduring success.

Partnering with Capella Advisory is more than just joining a network; it’s about embarking on a journey of continuous growth and success. Together, we’ll elevate your practice to new heights, enabling you to deliver exceptional service to your clients.

Values

We view the advisory relationship as a partnership, built on open and transparent communication. By actively listening to our clients’ needs, goals, and concerns, we collaborate to develop ideas and solutions that fit their specific business needs. We value the input of our advisor firms, believing it strengthens the connection and trust between us.  

Curiosity

Courage

Connection

Compassion