Our Services

Wealth Management

Guidance for growing, preserving, and enjoying wealth

You have specific needs as well as preferences about how they should be met. Sapient Capital is your decision-making partner in meeting your objectives. Together, we create goals and guidelines around your vision, values, and purpose.

Investment Management

Elite access to innovative investment opportunities

As experienced investors, Sapient Capital works with you as a peer-level advisor. We use our industry expertise and global network to help discover and create unique investment opportunities. We cover the whole investment landscape, ranging from traditional to alternatives, with a focus on private equity.

Our flexibility across products and geographies means we are always aiming to optimize risk-adjusted returns.

Financial Planning Services

Sapient Capital is a full service planning advisor. There is no such thing as a standard “financial plan.” So we work to deliver bespoke solutions. We map out personal and family objectives, from customized investment guidelines to detailed legacy wishes across multiple generations.

We offer personalized services across the full range of a modern family’s complex needs. We can also introduce you to professionals across our network that can help with specific requirements such as coordinating your philanthropic initiatives or integrating your tax planning.

Alternative Investments

We are constantly focused on broad diversification to help reduce risk

Sapient Capital offers broad access to alternative investments to help diversify your portfolio and generate long-term growth. This includes investment opportunities across the entire spectrum of private equity, growth equity, venture capital, real estate and credit.

Let us help you achieve your goals.

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