Portfolio Management

Tacita Capital is a private Family Office that provides advanced, tax-optimized and customized portfolio and wealth management to families of affluence.

Portfolio & Wealth Management Family Office

How We Are Different

Private and Independent

Tacita Capital is privately-owned. Being truly independent allows us to put our clients' needs first.

Family Office Experience

Tacita Capital is an authentic Family Office with an active founding family who invests alongside our clients.

Open Architecture

Unlike many traditional portfolio managers, we access the full universe of global investment management capabilities.

Tax-Conscious Investing

We focus on after-tax returns. Our approach to investing is designed to reduce tax drag and enhance after-tax performance.

Portfolio and Wealth Management

Our Approach

We act as each client’s outsourced Chief Investment Officer. In constructing each client’s portfolio, we design a highly diversified multi-asset class mix of investments and managers, complimented by our own unique investment solutions.

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Expert advice requires deep expertise.

Portfolio Management

Meet Our Team

Our firm has a multi-disciplinary team of seasoned professionals who have the experience and knowledge to provide our clients with sophisticated investment and wealth management.

Team Profiles

Article & Insights

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