A solution to help you stand out with wealthy clients and prospects

  1. Empowering you
  2. Partner with us
  3. Who we are
  4. Contact us

As you expand your high net worth practice — or perhaps look to join this attractive market — it’s essential to meet the high expectations and specialized needs of wealthy clients.
 

Capital Group Private Client Services can lend a hand. For 50 years, we’ve provided comprehensive wealth planning and investment management to high net worth clients. We’re powered by the global reach of our parent company Capital Group and we can help you excel with these demanding investors.

Empowering you

We can help you provide a robust suite of financial services.

Partnering with Capital Group Private Client Services is like bringing a full-service team into your practice. Our experienced specialists can help you provide:

  • Personalized portfolio construction
  • Trust and estate considerations
  • Guidance on philanthropy, wealth transfer, stock options and other planning areas
  • Coordination with your client’s outside legal and tax professionals

Our program offers you key benefits:

  1. Trust: A partnership with a firm you know and trust.
  2. Resources: Extensive services to help you grow your high net worth business.
  3. Experience: Deep knowledge that we put to work for you and your wealthiest clients.

As always, we place you and your clients first. To that end, we offer different service models and fee arrangements depending on your needs and firm requirements.

Partner with us

Step 1

Reach out to Capital Group to learn more about our turnkey high net worth solution or connect with your Capital Group representative directly.

Contact us

Step 2

Meet with a Private Wealth Consultant from Capital Group Private Client Services to develop an investment and wealth management solution to meet the needs of your client or prospect.

Step 3

A Private Wealth Consultant with a team of specialists will work closely with you throughout the process to provide any help you need.

Start growing your business today.

For more details on how we can help you expand your high net worth relationships, contact your Capital Group representative. To learn more about Capital Group Private Client Services, visit us at capitalgroup.com/pcs or call us at 800-421-5450, ext.73.
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Who we are

A boutique firm with a global reach.

With more than 40 Private Wealth Advisors and 200 support associates,* Capital Group Private Client Services can help you and your clients in many ways. You also gain access to the global reach of Capital Group, with its $2.8 trillion assets under management* and more than 470 investment professionals* around the world. 

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Outsourced advisory services brochure

Download the brochure

Learn more about how we can help you grow your high net worth practice.

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Outsourced advisory services brochure

View our webinars on serving high net worth clients

Discover how partnering with the right team can enhance your capabilities with high net worth clients and prospects.

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Contact us

Do you have a client or prospect who may benefit from partnering with us today?

Your Capital Group representative will reach out with details on how we can help expand your high net worth relationships.

*As of December 31, 2024.
 

Copyright © 2025 Capital Group Private Client Services.
 

Capital Group Private Client Services does not provide legal or tax advice. For estate planning or taxation matters, investors should consult with a legal and/or tax advisor regarding their individual circumstances.
 

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation. The thoughts expressed herein are based upon sources believed to be reliable and are subject to change at any time. There is no guarantee that any projection, forecast or opinion will be realized.
 

Past results are no guarantee of future results. The information provided herein is for informational purposes only and does not take into account your particular investment objectives, financial situation or needs. You should discuss your individual circumstances with a Private Wealth Advisor. Any reproduction, modification, distribution, transmission or republication of the content, in part or in full, is prohibited.
 

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
 

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.