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CapTrust Family Office
CapTrust Family Office was established as part of CAPTRUST Financial Advisors. Fielding Miller serves as co-founder and CEO of the parent firm.
CapTrust Family Office
CapTrust Family Office was established as part of CAPTRUST Financial Advisors. Fielding Miller serves as co-founder and CEO of the parent firm. The family office unit focuses on multi-generational wealth services for high-net-worth and ultra-high-net-worth families. Investment activity spans commodities, fund of funds, hedge funds, private credit, private equity, and real estate. Geographic reach centers on North America. Confirmed holdings and relationships include exposure through the EagleBrook Crypto Platform and membership interest in M Financial Group. Mike Molewski holds a board role at M Financial Group. The team includes Edward V. Welch, Jr. as head of wealth management for the family office services group and Ben Goldstein as president of CAPTRUST Financial Advisors. Additional assets under management or oversight include CAPTRUST Tower in Raleigh and a residence in Key Largo, Florida. The firm maintains membership in the United Way Tocqueville Society. CapTrust Family Office functions as an internal division of CAPTRUST Financial Advisors rather than an independent single-family office. This integration allows shared operational infrastructure across advisory and family-office mandates.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Raleigh
Corporate office
Raleigh, NC, United States
Principals
Fielding Miller
Co-founder and CEO of CAPTRUST Financial Advisors
Edward V. Welch, Jr.
Head of Wealth Management and leader of CAPTRUST Family Office Services
Mike Molewski
Principal and member of the Family Office Services team
Ben Goldstein
President of CAPTRUST Financial Advisors
Sector focus
Frequently asked questions
Who runs investment decisions at CapTrust Family Office?
Fielding Miller serves as co-founder and CEO of the parent CAPTRUST Financial Advisors. Edward V. Welch, Jr. leads wealth management and the family office services team.
Does CapTrust Family Office participate in fund commitments or only direct deals?
The firm deploys across fund of funds, hedge funds, private equity, and private credit. Specific allocation weights between commingled vehicles and direct holdings are not publicly detailed.
Where does the underlying wealth come from?
Wealth origin for client families is not publicly disclosed. The firm serves multiple high-net-worth and ultra-high-net-worth families.
How is CapTrust Family Office related to CAPTRUST Financial Advisors?
CapTrust Family Office operates as an internal division providing family office services within the broader CAPTRUST Financial Advisors platform.
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