Mastodon Capitals
Independent private wealth advisory for ultra high net-worth individuals and families, built on decades of investment banking, strategic advisory and complex transaction experience.
A different perspective on private wealth.
Mastodon Capitals is a private wealth advisory firm serving ultra high net-worth individuals and families. The firm was founded by two senior banking professionals with extensive experience across investment banking, strategic advisory and complex transactions.
Our experience in banking has given us a close understanding of the financial, commercial and strategic considerations that shape significant pools of family wealth. We bring that perspective to a more personal and independent advisory model, working closely with clients on the decisions that matter most to them.
Discover Our Story
Advice that sees the whole picture
For families with substantial wealth, financial decisions are closely connected to their businesses, investments, succession plans and broader family objectives.
Financial Advisory
In-depth financial analysis and investment advice, grounded in a clear understanding of each client's objectives and long-term priorities.
Wealth & Estate Planning
Tailored wealth structuring, estate planning and succession solutions that support the preservation of family wealth.
Strategic & M&A Advisory
Investment banking insight for family-owned and privately held businesses, including capital, restructuring and partnerships.
Investment Access
Opportunities across traditional and alternative asset classes, from fixed income and equities to private credit and co-investments.
Philanthropy
Strategic guidance on charitable giving, helping families align their giving with their values and broader objectives.
Next-Generation Education
Programs that build understanding of wealth, investment and stewardship for the long-term continuity of family wealth.
“Meaningful wealth management goes beyond managing an investment portfolio.”Our Philosophy
Discretion. Alignment. Long-term thinking.
Discretion
Every relationship is handled with the confidentiality that significant family wealth demands.
Alignment
Independent advice, coordinated with your existing advisers, focused solely on your family's interests.
Long-Term Thinking
Lasting relationships that evolve as your wealth, businesses and priorities change over generations.
Transactions across continents
Our experience extends beyond portfolio management into M&A, transaction structuring and strategic advisory across a range of sectors and jurisdictions.
