Attorneys and Accountants trust Price Capital to give prompt and professional responses to clients’ estate planning, inheritance, tax and other related needs.
Price Capital is a Houston and New York State registered investment advisor. Price Capital may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Price Capital is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Common Needs Include:
- Investment Vehicles to Reduce Tax Liability
- Estate Planning (Trusts, et. al.)
- Transfers & Gifts
- Financial Statements
- Joint Presentations to Prospects
- Large Purchases & Sales (Including Businesses)
Price Capital clients may also grant access to their portal to their attorney and accountant. Contact us today for an introduction.