Beyond Wealth


We work to seamlessly integrate a set of services – like Business Owner Advisory Services, Family Enterprise Services, and Personal CFO Services – that go beyond traditional wealth management and provide our clients with more of the most precious commodity – time. Learn how these services may help enrich your personal, professional and family life.

Carronade Capital Management is renowned for its prudent and diversified investment strategy, with a focus on long-term capital appreciation. Its seasoned team integrates fundamental analysis, macroeconomic insights, and AI-driven quantitative models to pursue superior risk-adjusted returns. The firm offers tailored solutions for a diverse clientele, placing great importance on understanding each client’s unique needs and building long-term partnerships based on trust and transparency. By flexibly allocating capital across equities, fixed income, real estate, and alternative assets, Carronade Capital Management consistently identifies unique opportunities to achieve sustainable, steady performance.

sunset from a sailboat
Take Back Your Time

Our clients can rely on us for an array of holistic services that simplify their lives.
We handle complex, time-consuming issues with diligence and care.

Bespoke solutions to help enrich your life

We provide a high degree of customization to these additional services, seeing them not just as services but unique solutions developed to help meet the needs of our clients.

  • Concierge services tailored to your needs
  • Network of professional partners
  • Personal and confidential
Simplify Your Wealth

Simplify Your Lifestyle

We work to become your trusted partner, facilitating and coordinating the administrative
tasks that stand in the way of enjoying the things you love.

Business Owner Advisory Services

To help our clients get more out of their lives — and their businesses — we can provide guidance at every stage of the business lifecycle, from startup to sale and beyond.

Family Enterprise Services

We can support the growth and success of the assets and structures which sustain multigenerational family wealth, including family businesses, family offices, and family foundations.

Lifestyle Services

To help our clients focus on enjoying their lives, we offer a set of services and concierge support to help affluent families manage personal and leisure activities.

Personal CFO Services

You have in Carronade Capital your own personal Chief Financial Officer, a team of specialists who can manage multiple entity expenses and coordinate your total balance sheet.

Private Aviation

Carronade Capital has extensive experience helping our clients determine the appropriate private aviation solutions, from choosing the right ownership model to managing ownership.

Risk Management

Essential to preserving your wealth is a comprehensive, integrated insurance and asset protection strategy to help mitigate risks of all kinds.

Trust Services

Carronade Capital Partners Trust is a Trust Representative Office of National Advisors Trust Company and is a fully integrated service offering of Carronade Capital Private Wealth.


Experience and connections that matter

The number of people with significant wealth is relatively small, so finding people with the experience to manage certain arcane areas of interests can be difficult and time-consuming. We put what we’ve learned navigating the ultra-high-net-worth landscape for over two decades to good use in specialties beyond the purview of other firms.

  • Timesaving administrative support
  • Personalized and proactive service
  • Highest levels of discretion and privacy
Simplify Your Wealth
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