What We Do

Tailored Solutions and Unparalleled Service

Clover Capital understands the challenges that come with substantial wealth, and we know how to meet them. By listening to your needs and aspirations and putting a thoughtful plan in place, we work not only toward your goals but toward the goals of future generations. You can trust that your assets are being managed by seasoned professionals who take that responsibility seriously.

Who We Work With

  • Equity and debt issuance

  • Investment banker introductions

  • Pre-transaction planning

  • Business succession strategies

  • Exit planning and valuation

  • Key employee retention programs

Business Owners

  • Hedging strategies

  • 10b5-1 sales

  • Trust and Estate planning

  • Stock option optimization

  • Deferred compensation planning

  • Executive benefits coordination

Corporate Executives

  • Wealth Education

  • Philanthropy

  • Family structure and responsibility meetings

  • Legacy planning and governance

  • Next-generation preparation

  • Family office establishment

  • Charitable giving strategies

Multi-Generational Families

Other Professionals

  • Attorneys

  • CPAs

  • Bankers

  • Insurance professionals

  • Investment fund managers

  • Real estate developers

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Understand

The most important step in our process is getting to know you. We take the time to understand your unique goals, values, fears, and risk tolerance. By listening and learning who you are personally, we can begin building something that is truly yours.

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Design

Once we understand what you want to accomplish, we create a customized strategy built around your specific circumstances. Our independence gives us access to the most sophisticated planning and allocation tools available, free from the constraints of a corporate model.

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Implement

Experience brings knowledge, and knowledge brings clarity. We have learned how to filter the noise and provide objective advice, not just about products and strategies, but about people. Through our independence, we have built a platform of trusted partners who offer a clear path toward your investment goals.

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Manage

Things change over time, and your investments should keep pace. Consistent due diligence and regular portfolio review are central to how we work. Each client relationship is unique, and we maintain open, ongoing communication to make sure your investments continue to reflect your goals.