Services

Each client’s unique investment objectives and financial goals are used to develop customized wealth management and family office solutions, tailored to meet their individual needs.

What financial complexities do you face?

Prairie Capital partners with each client to ensure a thorough understanding of their unique goals, objectives, and financial situation, to create a customized financial plan that is tailored to meet their needs.

We invest time in developing a complete understanding of your situation, allowing our team to offer personalized advice that is objective, unbiased, and fair. We are a strategic partner who coordinates and streamlines the work done by key members of your advisory team (accountants, attorneys, and estate planners).

Family Office Solutions

We simplify the complexities of your financial life by providing a complete, holistic suite of family office services. Our team acts as a single point of contact, seamlessly integrating our internal expertise with a trusted network of external specialists. This partnership allows us to offer a full range of solutions that go beyond traditional finance, from philanthropic planning and trust administration to bill pay, risk management, lending solutions, and lifestyle needs.

Wealth Management

Our process begins with the development of a strategic, long-term asset allocation across traditional and alternative asset classes. We build a customized, diversified portfolio that can deliver superior risk-adjusted returns with a focus on tax efficiency. Over time, tactical allocation changes can be utilized to take advantage of market opportunities.

Investment Selection

Our open architecture platform provides clients with an unconstrained opportunity set, rather than a limited list of “approved products.” This approach allows us to be flexible, highly tailored, and customized.

Since 1995, our multi-disciplined team has built a network of diverse and differentiated relationships that creates unique access to premier global investment managers, many of which have limited capacity for new investors.

Wealth Planning

Through the use of short-term and long-term financial planning tools, client goals are understood, quantified, and monitored. Liquidity and investment planning around major life events, including the sale or purchase of a business, retirement, funding college, or other large purchases, are incorporated into each financial plan.

We provide consolidated reporting on clients’ assets, allowing them to see their family’s balance sheet and cash flow with a new degree of clarity.

Family Management

Building a lasting legacy requires a multi-generational strategy. As a multi-family office, we partner with your family to ensure the next generation of wealth stewards is prepared for the responsibilities ahead. Our services include family wealth education, estate planning coordination, and philanthropic consulting. By providing holistic reporting and financial analysis, we help you understand your complete financial picture, evaluate opportunities, and proactively manage risk to preserve your family’s legacy.

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What are your financial objectives?

We would value the opportunity to learn about you, your family, and your goals.