CapTrust Family Office
CapTrust Family Office provides comprehensive family office services to wealthy families with complex financial needs.
CapTrust Family Office
CapTrust Family Office provides comprehensive family office services to wealthy families with complex financial needs. It coordinates investment management, estate and wealth planning, tax planning and compliance, insurance advisory, family governance, consolidated reporting, and bill-paying. The firm serves high-net-worth and ultra-high-net-worth families, enabling multi-generational wealth preservation and growth.
General information
Firm type
Family Office (Unspecified)
Year founded
—
AUM
—
Location
Region
—
Country
—
City
Raleigh
Corporate office
—
Frequently asked questions
What is CapTrust Family Office?
CapTrust Family Office is a family office (unspecified) headquartered in Raleigh.
Where is CapTrust Family Office headquartered?
CapTrust Family Office is headquartered in Raleigh.
What does Altss track for CapTrust Family Office?
Altss maintains an OSINT-verified profile of CapTrust Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is CapTrust Family Office?
CapTrust Family Office is classified by Altss as a Family Office (Unspecified).
How does Altss source intelligence on CapTrust Family Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for CapTrust Family Office?
CapTrust Family Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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