Specialized Financial Solutions for Wealthy People
For high-net-worth clients focused on preserving their capital, PresCap Advisors provides tailored financial solutions – reducing tax burdens while matching cash flow needs with lifestyle.
The prescap difference
Wall Street likes to keep it complicated.
We don’t.
We deliver advanced, diversified, long-term financial opportunities that preserve capital while providing the cash flow necessary for the sophisticated lifestyle that allows for the finer things in life.
It’s our mission to make our clients’ lives easier – from sharing our broad network of professionals when a need arises – to ensuring our executive summaries are transparent and concise.
We’ve done two things very well for almost 40 years: Preserving capital and simplifying the lives of wealthy individuals.
Meet company FOUNDER
Harvey Spira
As founder and managing director of investment advisory firm PresCap Advisors, Harvey focuses on partnering with business entrepreneurs, C-level executives, and private individuals and families, helping them to grow their assets, preserve their wealth and build a legacy for people they love and the causes about which they care deeply. Before founding PresCap Advisors, Harvey was a managing director for global financial firm, UBS, for six years and before that, served in a similar role at Bear Stearns & Co. for 20 years.
Services
“Our favorite holding period is forever.”
– Warren Buffett, American investor and CEO of Berkshire Hathaway
Investment Advisory
and portfolio design
Using our vast industry insight, we use the techniques and strategies that garner optimal outcomes, design and managing your portfolio to preserve capital.
wealth preservation strategies
We employ an active approach to wealth preservation while mitigating risk. We take a holistic view of assets and diversification to ensure you are protected, and we have the added bonus of providing private placement life insurance for our high-net-worth clients.
Tax, Trust &
Estate Planning
We have the knowledge, experience and perspective to handle trusts and estates with sensitivity and the highest level of professionalism while ensuring tax consequences are minimal.
Private placement
Life Insurance
For high-net-worth* clients, properly structured private placement life insurance policies allow us to capture returns without the high tax implications associated with hedge funds. That means more financial wealth for your lifetime and your estate. *Minimum net worth requirements $5 million.
Philanthropic
Services
We provide those who wish to begin philanthropic giving the chance to do so with vision and purpose. We can help you define the areas of importance to you and find trustworthy initiatives through an extensive base of contacts so that you can leave a legacy in the area that is of most importance to you.