Private Wealth Management - CH Capital Partners LLC

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About our service

Private Wealth Management

CH Capital Partners, LLC , Private Client Group is a boutique financial service firm with extensive experience in wealth advisory for affluent individuals, small business, and middle market clients throughout the Northwest. We at CH Capital take pride in solving complex transactions in this niche market. CH Capital is closed to new investment clients; only through invitation or a referral can you access our Advisors. CH Capital Partner’s niche is helping affluent clients with access of $1 Million dollars in net worth. The following services are provided to each and every client. CH Capital currently is in the process of registering as a Registered Investment Advisor with SEC and the State of Oregon. With so many changes, CH Capital Partners, LLC a member of Cordell Financial Group has decided to move on with a new type of business.

Unfortunately, not all investors in the marketplace may have the information to conduct these types of services with so many regulatory changes and the cost of compliance. At CH Capital, we are confident that we can serve you with the highest regarded asset management firms, law firms, and custodians in the business.

CH Capital Partners, LLC believes it can serve clients with service agreements and has decided to use the Fidelity Institutional Investment Platform for the custodial business for securities related investments, and use JP Morgan Chase for non – securities investments.  To qualify for these alternative investments, clients must have a net worth of $1 million.  We reserve the right to work with who we believe that we can serve. CH Capital Partners, LLC is not open to the public, and only by invitation will you be allowed to speak to our professionals in regards to Wealth Advisory services.

Financial Planning

  • Retirement & Cash Flow Planning
  • Compensation, Benefits & Stock Option Plan Analysis
  • Education Planning
  • Investment Portfolio Analysis & Asset Allocation
  • Advanced Estate & Gift Planning+
  • Charitable Planning
  • Personal Risk Planning
  • Income Tax Compliance & Planning+
  • Business Planning Service
  • Family & Business Pre-Sale Consulting
  • Liquidity Event Planning
  • Compensation Planning
  • Internal Buy-out Planning
  • Employee Stock Ownership Plan (ESOP) Advisory Services
  • Business Succession, Exit or Transfer Planning
  • Retirement Planning – Qualified & Non-qualified Plans
  • 412 i Planning Services
  • Executive Bonus Planning
  • Split Dollar Life Insurance (Buy-out Strategies for Closely Held Family Business)

Trust Planning Services+

  • Revocable & Irrevocable Trusts
  • Asset Protection Trust
  • Credit Shelter Trusts
  • Family Trust
  • Generation Skipping Trust
  • Irrevocable Life Insurance Trust (ILIT)
  • Qualified Domestic Trust
  • Qualified Terminable Interest Property Marital Trust (QTIP)
  • Spendthrift Trust
  • LLC (limited liability company) & Family Limited Partnerships
  • Foundations, GRATS, & Defective Grantors Trust
  • Private Annuity Trust Planning

Health Care Insurance

  • Individual Health Care
  • Group Health Care
  • Medicare Supplement
  • Prescription Program
  • Dental Care
  • Vision Care
  • Audio Care
  • Health Care Evaluation
  • Tiered Group Health Care Planning
  • HIPAA (Health Insurance Portability and Accountability Act of 1996)
  • HMO, PPO & POS Health Care

Insurance Planning

  • Life insurance: whole life, universal life, variable life, term & second-to-die policies
  • Property & casualty insurance
  • Group health insurance & benefits
  • Disability income insurance for both individuals & groups
  • Long-term care
  • Non-qualified retirement planning
  • Business succession planning
  • Enhanced executive compensation

Interested? Get in touch now!

Please get in touch, if you'd like to use one of our services.

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