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.

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.

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.

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.

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.

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.