At a Glance

For over 25 years, PeachCap’s unique Family Office solution has been providing fully integrated Tax and Wealth Management solutions. With PeachCap, your clients will no longer receive fragmented tax and financial advice. Our Family Office platform provides a single solution, placing you at the center of their financial ecosystem.


Recruit Deal


*Bonus bps on transitioned AUM
Designated Virtual Ops Specialist to facilitate transition and repapering when necessary

Advisors joining PeachCap experience accelerated practice growth through multiple channels:
  • Referrals and client opportunities generated from our team of CPAs and tax experts
  • Increased AUM and client wallet share, by offering boutique wealth management solutions including Private Equity and custom equity and fixed income solutions
  • Added compensation on tax revenue
  • Direct access to Pessego Global Analytics (TM) equity and fixed income trade desks and research

PeachCap’s proprietary Fintell (TM) Experience brings turnkey and digital solutions to today’s advisor, appealing to seasoned clients with established wealth and complex financials solutions, to Millennials who demand access to technology and real time financial advice.