Estabrook Capital Management LLC

About

About Us Our Values Approach Contact Insights Form CRS Client Login Welcome To Your Family Office Estabrook provides comprehensive personal advice & service through our family office approach to wealth management. Family Offices have been the luxury of only the highest net worth families. Not anymore. For select individual & their families, Estabrook delivers the best aspects of Wealth Management & The Family Office. Financial Planning Our process pulls together every aspect of your financial life to create a plan that tracks directly to your goals and dreams. We ask better questions to create a plan that misses nothing. Being thorough creates comfort and confidence. Investment Management For over 40 years, Estabrook has earned its reputation for consistent and reliable returns against market standards. How we put your money to work for you is part of the comprehensive plan we will build and execute for you. Risk Planning Our clients have generated their wealth from their businesses and/or inheritance. They come to Estabrook to protect their wealth and to eliminate or mitigate any risk to it. Tax Services Now, more than ever, it is critical to continually manage the tax implications of your financial world. Taking advantage of regulations and adjusting your plan to match new rules is a key component of our client work. Estate Planning Effectively managing the transfer of wealth across generations comes from experience and a process that understands efficient estate structure

Key Contact

Geographic Focus