Our Capabilities
At Quae Capital, we equip ambitious professionals, purpose-led founders, and impact-driven leaders with forward-thinking financial planning. Our work goes beyond asset management—we help you design a financial life that reflects your goals, values, and long-term vision. Together, we’ll build a foundation where clarity fuels confidence, and planning powers legacy.
Financial Planning
We offer tailored financial planning services for professionals, entrepreneurs, and philanthropic leaders seeking to align wealth with purpose. Our process is intentional—combining strategic analysis, tax efficiency, and legacy structuring to support every stage of your financial journey. From wealth building to wealth transfer, we ensure your financial decisions are aligned with your bigger picture.
Pricing: Custom packages based on complexity, goals, and stage of life
Service Length: Ongoing planning with annual strategy reviews and touchpoints throughout the year
What Sets Us Apart: An integrated, human-centered planning experience designed for long-term clarity, impact, and peace of mind
Financial Strategy Consulting
We provide high-level financial planning and strategy consulting to help you make confident decisions about growth, structure, and sustainability. Whether you're mapping your retirement, planning for a liquidity event, or preparing to scale with intention, our guidance ensures your financial framework is designed for success.
Pricing: Custom project-based or retainer packages
Service Length: Available for single planning sessions or continuous strategic support
What Sets Us Apart: A planning-first approach that merges big-picture financial goals with actionable steps and a strong sense of purpose
Legacy & Philanthropy Planning
We help you turn wealth into impact through intentional legacy and charitable planning. From donor-advised funds to generational wealth transfer, our strategies ensure your values live on through structured, purpose-driven giving.
Pricing: Custom packages based on estate size and giving goals
Service Length: Ongoing planning with annual reviews
What Sets Us Apart: Strategic, values-aligned planning that transforms wealth into long-term impact
