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Founded in 1982 |
Powering Business ResultsTM
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About Us
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About Source Capital
We support Business Owning Families and Family Offices with the people and tools needed to fully integrate the Seven Critical PracticesSM for successful Private Business Wealth ManagementSM. Our clients typically control Upper Middle Market companies and have between 20%-to-90% of their personal/ family net worth invested in operating businesses.
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Since 1982, we have operated a multi-disciplinary professional practice, and have developed unique expertise, specialized methodologies and proprietary tools to:
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- Help private companies succeed in developing and implementing strategies to grow and realize more value for their owners; and
- Improve the ability of private company owners to invest, grow, monitor and harvest their capital allocated to private companies to enhance the preservation and growth of their wealth.
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Most of our client-owned businesses are also located in smaller cities, towns and rural areas. We believe that locally owned, privately held and profitable companies are important contributors to the economic betterment of regional economies and the social fabric within their communities.
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