Family Office

New Family Office From Capital Guardian

Harriet Davies 22 January 2010

New Family Office From Capital Guardian

Capital Guardian, the US-based investment brokerage firm, has opened the doors for trading at its family office offering, as of last November.

The Intracoastal Family Office is based in West Palm Beach, Florida, and the new firm focuses on the realities of transitions, longevity and successful ageing, Capital Guardian said.

The family office is led by three directors: Jeffrey Eagle, director, wealth governance; Jack Kaplan, director, strategy; and Paul Vattiato, director, life stories.

"Capital Guardian is very excited to have such a talented and experienced group of professionals to build the foundation of our West Palm office.  We expect to add another 4-6 quality advisors to this office over the next 6-12 months," said Tony Montanari, director of business development for Capital Guardian, in a statement.

Capital Guardian has 19 offices in North Carolina, Florida and Tennessee.

 

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