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Capital Planning Wealth Management
Walid Hatab founded Capital Planning Wealth Management, a Vienna, VA-based RIA and multi-family office serving corporate executives and entrepreneurs.
Capital Planning Wealth Management
Walid F. Hatab launched Capital Planning Wealth Management in 2007, building a practice that straddles traditional financial advisory and family-office services from its base in Vienna, Virginia. The firm targets a narrow demographic — senior corporate executives, business owners, and families navigating liquidity events — rather than competing for mass-affluent households. Hatab's professional lineage includes fixed-income institutional experience, which shapes the firm's emphasis on risk-managed bond allocations alongside equity strategies. The firm's investment approach combines direct ownership of individual securities with strategic allocations to private funds and alternative vehicles. While Capital Planning does not brand itself a deal-by-deal direct investor, it acts as a gatekeeper and allocator to third-party managers, seeking to avoid the product-push incentives that define large wirehouses. Tax-aware rebalancing, concentrated-stock hedging, and retirement-income sequencing appear as core service lines, all managed under an RIA fiduciary standard. The geographic footprint centers on the greater Washington, D.C. metro, serving clients from Tysons Corner to McLean, with service models that accommodate multi-state tax profiles for relocating executives. Capital Planning operates as a boutique, with a deliberately lean professional footprint that keeps advisor-to-client ratios low. The firm maintains no separately branded venture arm or real-estate operating company; instead, it integrates philanthropic structures, donor-advised fund coordination, and estate-planning coordination into its advisory chassis. No recent partnership announcements or strategic acquisitions have been disclosed publicly, leaving the firm's growth profile tied to organic client referrals from its core executive and entrepreneur network. Its structural differentiator is one of posture, not product: the RIA acts as a unified portfolio-and-planning quarterback for clients who would otherwise spread their affairs across a private bank, a CPA, and an estate attorney. By housing investment management and advanced planning under one fiduciary roof, Capital Planning eliminates the coordination gaps that siloed providers create for families managing stock options, deferred compensation, and closely held business interests simultaneously.
General information
Firm type
Multi Family Office
Year founded
2007
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Vienna
Corporate office
Vienna, VA, United States
Principals
Walid F. Hatab
CEO & Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Capital Planning Wealth Management?
Walid F. Hatab, as CEO and founder, leads the firm and oversees its investment approach. His background in institutional fixed-income informs the firm's portfolio construction philosophy. Capital Planning does not publicly list a separate chief investment officer, indicating that Hatab retains direct control over asset allocation and manager selection.
How does Capital Planning Wealth Management source its clients?
The firm focuses narrowly on senior corporate executives, business owners, and families facing liquidity events, primarily within the Washington, D.C. metropolitan area. Client acquisition appears to depend on professional referrals and the founder's network, rather than mass-market marketing. The firm's RIA fiduciary model is positioned as an alternative to the sales-driven culture of large wirehouses.
Does Capital Planning invest in private equity or venture capital directly?
Capital Planning does not market itself as a direct private equity or venture investor. Its alternative investment activity likely takes the form of allocations to third-party private funds, where the firm serves as an allocator and due-diligence gatekeeper rather than a deal sponsor. The firm's core competency remains public-market portfolio management and advanced tax planning.
What investment vehicles does Capital Planning typically use for clients?
The firm constructs portfolios using individual securities, bonds, and alternative fund structures, avoiding a one-size-fits-all model-fund approach. Strategies include tax-aware rebalancing, concentrated-stock hedging, and retirement-income sequencing. By operating under an RIA fiduciary standard, Capital Planning selects vehicles based on client-specific tax and estate considerations rather than product distribution incentives.
Is Capital Planning considered a single-family office or a multi-family office?
Capital Planning operates as a multi-family office serving multiple unrelated families, concentrated among executives and entrepreneurs. It does not trace its origin to a single-family fortune, distinguishing it from classic single-family offices like Cascade Investment. The multi-family structure allows it to pool resources for investment access while still offering personalized planning and administrative coordination akin to a dedicated family office.
How does the firm handle estate planning and charitable giving?
Estate planning and philanthropic coordination are integrated directly into Capital Planning's advisory services, rather than outsourced entirely to external providers. The firm coordinates donor-advised fund strategies and estate-planning structures alongside its investment management, acting as a central quarterback. This integrated approach reduces the coordination burden families face when juggling separate law firms, accounting practices, and investment advisors.
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