Strategic Wealth Management,

Redefined.

Provenio Capital is a holistic wealth management and advisory firm specializing in alternative investments.

Provenio Capital is a holistic wealth management and advisory firm specializing in alternative investments.

With over $1.6 billion* in assets under advisement, Provenio Capital is a boutique advisory firm dedicated to providing customized wealth management solutions.

With over $1.6 billion* in assets under advisement, Provenio Capital is a boutique advisory firm dedicated to providing customized wealth management solutions.

*as of 12/31/2024

A Differentiated Approach

A Differentiated Approach

Timeless,
Generational
Value

We redefine wealth management by offering a seamless blend of comprehensive financial planning, alternative investment expertise and a focus on building tax-efficient, goal-driven investment portfolios.


Whether acting as a dedicated investment advisor, or working in conjunction with other trusted advisors, we leverage decades of experience to help clients navigate the complexities of structuring, growing and preserving wealth.


Our focus on capital preservation, customized portfolio strategies, and tax-efficient structuring ensures alignment with each client’s goals, risk tolerance, and broader financial objectives.

OUR STORY

OUR STORY

OUR STORY

Founded on a
Shared Vision

Prōveniō (Latin): Come forth, thrive, prosper

Provenio Capital was founded in 2016 on a shared vision: to provide guidance, access to select investment opportunities, and a process-driven approach to help families manage and preserve their wealth across generations.


Our firm was born from the merging of complementary expertise: the strategic mindset of a former family office CIO and the structuring expertise of an insurance and planning specialist with close to 30 years of experience. This unique combination allows us to offer a holistic approach, pairing investment acumen with financial planning expertise to deliver comprehensive, coordinated and customized solutions for our clients.

A Comprehensive Platform for Wealth Management

Designed to deliver long-term value, first class service and bespoke alternative investments and tax-efficient solutions.

Customized Portfolios

Proprietary risk analysis with goal-focused portfolio construction.

Customized Portfolios

Proprietary risk analysis with goal-focused portfolio construction.

Customized Portfolios

Proprietary risk analysis with goal-focused portfolio construction.

Rigorous Due Diligence

Disciplined, quantitative, and qualitative manager vetting.

Rigorous Due Diligence

Disciplined, quantitative, and qualitative manager vetting.

Rigorous Due Diligence

Disciplined, quantitative, and qualitative manager vetting.

Differentiated Sourcing

Access to exclusive, idiosyncratic opportunities through deep industry networks.

Differentiated Sourcing

Access to exclusive, idiosyncratic opportunities through deep industry networks.

Differentiated Sourcing

Access to exclusive, idiosyncratic opportunities through deep industry networks.

Estate Planning & Structuring

Expert solutions for multi-generational wealth preservation.

Estate Planning & Structuring

Expert solutions for multi-generational wealth preservation.

Estate Planning & Structuring

Expert solutions for multi-generational wealth preservation.

Tax Optimization

Maximized returns with tax-advantaged investments and structures.

Tax Optimization

Maximized returns with tax-advantaged investments and structures.

Tax Optimization

Maximized returns with tax-advantaged investments and structures.

Disciplined Risk Management

Uncorrelated strategies, portfolio diversification, and a stringent due diligence process.

Disciplined Risk Management

Uncorrelated strategies, portfolio diversification, and a stringent due diligence process.

Disciplined Risk Management

Uncorrelated strategies, portfolio diversification, and a stringent due diligence process.

Philanthropic & Impact Planning

Charitable planning to maximize impact and align giving with family values and legacy goals.

Philanthropic & Impact Planning

Charitable planning to maximize impact and align giving with family values and legacy goals.

Philanthropic & Impact Planning

Charitable planning to maximize impact and align giving with family values and legacy goals.

Liquidity & Exit Planning

Tailored solutions for liquidity events, business exits, and wealth transfers, ensuring seamless transitions.

Liquidity & Exit Planning

Tailored solutions for liquidity events, business exits, and wealth transfers, ensuring seamless transitions.

Liquidity & Exit Planning

Tailored solutions for liquidity events, business exits, and wealth transfers, ensuring seamless transitions.

Insurance Analysis & Planning

Protection and growth with integrated insurance solutions.

Insurance Analysis & Planning

Protection and growth with integrated insurance solutions.

Insurance Analysis & Planning

Protection and growth with integrated insurance solutions.

Disclosure: Insurance analysis and planning are provided through Provenio Capital Insurance Services, a licensed insurance agency affiliate of Provenio. Provenio collaborates with tax professionals but does not provide accounting advice. Additionally, Provenio works in tandem with estate planning legal experts but does not provide legal advice.

WHY PROVENIO?

WHY PROVENIO?

WHY PROVENIO?

An Innovative Perspective on Wealth Management

We offer flexible, aligned access to both traditional and alternative strategies, with a focus on tax-efficiency for Entrepreneurs, Family Offices & Ultra-High-Net-Worth Individuals. Our approach is designed to provide a coordinated and customized experience for each of our clients.

Contact

Let's get in touch

We welcome your correspondence.
For general inquiries, please email us at info@proveniocapital.com.

Contact

Let's get in touch

We welcome your correspondence.
For general inquiries, please email us at info@proveniocapital.com.

Contact

Let's get in touch

We welcome your correspondence.
For general inquiries, please email us at info@proveniocapital.com.