private wealth

Business-minded with

a servant's heart.

Business minded with a servant's heart.

Providing institutions with investment management, administrative support, natural resource asset management, and consulting services.

Supporting you so you can support your mission.

Major gifts come with unique considerations that most nonprofits are not equipped to manage. At Private Wealth, our advisors have intimate knowledge of specialized asset management, as well as the real estate and tax considerations involved. From navigating the intricacies of working with a board, to report preparation, and all the asset management in between, we act as an extension of your team so you can focus on the work you’re most passionate about.

Outsourced CIO Services

Investment Strategy &
Portfolio Management

  • Build sustainability into budgets
    through investments
  • Manage vertical-specific investments with
    industry expertise
  • Take time back to focus on your mission

Bill Pay, Monthly P&Ls,
Balance Sheets

  • Manage and organize inflow of critical financial data
  • Match bill pay partners to fit your needs
  • Keep timely and accurate balance sheets

Support proper
governance structure

  • Build a realistic spending policy
  • Gift acceptance policy development
    and review
  • Organize your institution for efficiency
  • Donor strategy and gift illustrations

Institutional asset management

  • Advising for asset allocation modeling
  • Board and staff education and training
  • Policy implementation to leverage assets
  • Investment and spending policy development and review

How we work with you.

Step 1

Investment policy review and process update

Step 2

Establish new targets and ranges across asset classes

Step 3

Incorporate socially conscious investment language

Step 4

Make adjustments to portfolio benchmark

Step 5

Add “real return” benchmark reflecting distribution policy

Kim Cappellano

Meet our
philanthropy specialist.

Kim Cappellano

Founding Partner, Director of Philanthropic Services

Kim Cappellano is a founding partner with multiple decades of financial planning and wealth-management experience. Her career is filled with academic achievement, awards and institutional certifications from her time at Wells Fargo. She excels in philanthropic and non-profit wealth management. She also brings trust and estate management expertise to families. Kim is a member of the executive committee and she co-chairs Private Wealth Rising Gen and marketing committees.

Getting started

Bring your financial vision to life.

1

Explore

We bring all stakeholders, family members, and trusted advisors together and get to know every piece of your world to prepare for a true partnership.

2

Plan

We customize a strategy to drive your investments, and future, into motion. Full transparency and hands-on team planning create the baseline for success.

3

Action

We keep all of your trusted advisors in the loop, managing the day to day to deliver opportunities as they are researched and revealed.

Spend more time on the things that matter.