Wealth & Finance International - Business Awards 2015

www.wealthandfinance-intl.com 21 Sustained Excellence in Wealth Management - USA ClearPath Capital Partners is a San Francisco-based boutique wealth management firm serving innovators, entrepre- neurs, and high-net-worth individuals in the Bay Area and around the country. The firm explains how they have come to such success and what the future holds for the company. Company: ClearPath Capital Partners Web Address: http://www.clearpathcapital.com/ Address: 222 Front St #3, San Francisco, CA 94111, United States Telephone: +1 415-682-6900 ClearPath crafts and delivers innovative solutions for the unique wealth management needs of successful executives, entrepreneurs and high-net-worth families. The deep expertise and experience of our team helps these families by establishing a clear and seamless all-inclusive wealth management plan. We deliver integrated, inno- vative and customized solutions designed to help our clients secure, protect, and grow their wealth. Our clients are typically entrepreneurs, founders, executives, and the tech elite driving the new economy. For successful entrepreneurs, financial complexity does not diminish with liquidity events. Rather, complexity simply transitions from business-related financial deci- sions to an entirely new array of personal financial decisions. It is our strong focus on putting our clients first that sets ClearPath apart from our competitors. This focus has allowed us to find unique wealth management strategies, such as the early sale of clients’ stock to late stage venture capital. We firmly believe that a successful wealth management strategy needs a strong foundation of communication. As such we have creat- ed a service to help our customer achieve this. It is called the Client Access Portal, which serves as a one-stop global view of our client’s entire financial picture – from accounts we man- age to accounts held at other institutions. Using the tool clients can view bank balances; outside retirement or investment accounts; and private equity and personal assets. The portal also functions as a library to store financial plans and reports giving an on-demand snap shot of where our clients business is currently and where it is heading at any time. Despite our success we have faced a number of challenges, partic- ularly with regards to hiring new staff to help us continue to expand our business. Growing rapidly as we have, it can be a real challenge to attract, recruit and hire top talent. We spend an enormous amount of time and energy looking to add to our team and to maintain a great culture and work environment. Looking to the future it is our aim to become the leading force in wealth management and provide premier comprehensive wealth management for entrepreneurs located in tech epicentres around the country. ClearPath Capital Partners