Firm Focus

Purpose

Every Client’s personal and financial goals are unique. At Twenty-Five Capital, we focus on deeply undertanding those goals to craft tailored strategies and solutions.

Goal

There are key elements to having financial success. We understand what those are and how to properly implement them.

  • Investments & Asset Allocation

  • Wealth Planning & Tax Structing

  • Risk Analysis Discussions

  • Succession & Philanthropic Discussion

Our strategies & tailored financial architecture are derived from the clients’ goals. A successful strategy reaches those goals by implementing the proper elements.

Investment Management

Our investment philosophy is rooted in discipline, transparency, and alignment with your purpose. Each strategy is thoughtfully designed to consider your unique risk profile, which directly informs our asset allocation decisions. We build globally diversified portfolios that balance growth, preservation, and liquidity—integrating institutional frameworks with a personalized approach.

Through our open-architecture platform, clients gain access to a broad spectrum of investment opportunities, spanning public markets and private assets across equity, credit, and real assets. Every portfolio is guided by a comprehensive, written Investment Policy Statement (IPS), ensuring your objectives, risk tolerance, and time horizon remain consistently aligned through all market cycles. Our commitment to ongoing monitoring, tactical adjustments, and rigorous due diligence enables us to navigate volatility with confidence and precision, always aligning your investments with your core purpose.

Comprehensive Financial Planning

Financial planning is the cornerstone of every client strategy, and we take pride in developing tailored, effective plans that serve as the foundation of our partnership. Our team crafts comprehensive frameworks that seamlessly integrate your business ownership, personal wealth, and family priorities into a cohesive, strategic architecture.

From liquidity management and tax optimization to estate and succession planning, we ensure every financial decision supports and advances your long-term vision. By blending disciplined, institutional expertise with a deep understanding of family dynamics, we bring structure, clarity, and purpose to even the most complex financial situations. Our commitment is to build the right plan—one that guides you confidently toward your goals.

Tax & Wealth Structuring

We maintain a curated network of CPAs and tax specialists to support each practice area. Tax strategy is as integral as investment management and financial planning and must be coordinated to optimize outcomes. A thoughtfully designed tax plan can enhance net worth and preserve wealth across generations. We work closely with tax, accounting, and legal partners to ensure every decision — from portfolio construction to estate design — is executed with precision and purpose.

Estate & Legacy Planning

True legacy extends beyond assets — it encompasses values, education, and intent. Our Estate & Legacy Planning framework helps families clarify what they want their wealth to accomplish across generations. We work with a network of estate and legacy specialists — including estate planning attorneys, trust officers, fiduciary advisors, philanthropic advisors, and wealth transfer tax experts — to design trusts, foundations, and succession plans that reflect family dynamics and meet legal requirements. From governance structures to nextgeneration education, we prioritize clarity and cohesion to simplify transitions. Our goal is to protect both wealth and values, creating a purposeful, lasting legacy.