Covenant Multifamily Offices

What is Covenant Multifamily Offices?

Covenant Multifamily Offices, now part of CAPTRUST, is an investment management firm that specializes in wealth management services for high-net-worth individuals, business owners, and families, particularly those with complex needs. Covenant operates with a clear focus on serving the unique requirements of corporate executives, business owners, and affluent families, having been established in 2010 and based in San Antonio, Texas.

The services provided by Covenant encompass comprehensive financial planning, investment management, tax planning and preparation, estate planning, and charitable giving. Additionally, Covenant offers specialized family office services that handle the multifaceted financial affairs of wealthy clients. Since joining CAPTRUST, Covenant has expanded its reach to provide co-fiduciary services and investment advisory services to fiduciaries of corporate retirement plans.

The organization aims to enrich the lives of its clients, colleagues, and communities by delivering sound financial advice characterized by integrity and a commitment to service that goes beyond expectations.

The investor profile indicates an alignment towards the mobile industry, suggesting that Covenant may direct its investment management expertise to opportunities in the mobile sector, catering to businesses and innovations within this dynamic field. Covenant and CAPTRUST possess multiple locations, including branches in San Antonio, Dallas, Oklahoma City, and Boerne, Texas.

Their combined effort seems geared towards a clientele seeking tailored wealth planning, risk management, and investment advice, ensuring that their sophisticated needs are met with precision and personalized strategies.