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Designing Wealth with Intention,
Built for Generations
Carpion is a private wealth firm focused on the design and stewardship of complex financial systems—integrating investments, tax strategy, and family planning into a coordinated approach that supports long-term outcomes.
Years in Business
Client retention rate
Our Custodian: BNY | Pershing
global client assets
global client assets
ABOUT US
We believe wealth requires structure
and intention to grow.
Every financial decision affects another. That’s why we approach wealth like an architect approaches a blueprint: carefully designing each element to work together. By coordinating investments, tax strategy, estate planning, and long-term goals, we help create a stronger foundation for what’s next.
WHY CARPION?
Dedicated to Your Needs
Coordination Across Every Dimension of Wealth
We serve as the architect of your financial strategy, aligning the moving parts that impact your long-term outcomes.
This includes:
• Structuring portfolios with intention and precision
• Evaluating decisions through a tax-aware lens
• Supporting estate planning and generational transfer
• Helping families create clarity and continuity around wealth
Experience That Reflects the Complexity We Serve
Our team brings decades of experience across investment management, tax-aware planning, and multi-generational legacy planning.
We work collaboratively, internally and alongside your external advisors, to ensure your strategy remains aligned as your needs evolve. As complexity increases, so does the need for coordination, perspective, and consistency.
A Relationship Built on Consistency and Perspective
Every relationship begins with a comprehensive understanding of your financial picture—your assets, obligations, goals, and the dynamics that shape your decisions.
From there, we design and implement a coordinated strategy, with ongoing refinement as circumstances change. You work directly with an advisor who understands your full picture and remains engaged over time.
BNY Mellon | Pershing
The safety and security of your assets is of critical importance to us. With that in mind, and after a rigorous due diligence process, we selected BNY Mellon | Pershing as our custodian, based on their technology, and service capabilities.
Serving more than seven million investor accounts worldwide, Pershing is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. With over $59 trillion in assets under custody and/or administration, BNY Mellon is the largest custodian in the world by a significant margin.
OUR TEAM
Experience That Matches
Complexity
Our team brings decades of experience across investment management, tax-aware planning, and multi-generational legacy planning, working collaboratively to support families over the long term.
OUR FOCUS
Built for the Long Term
Our focus is not on short-term outcomes, but on building systems that support your wealth over time, through market cycles, life transitions, and across generations.
READY TO BEGIN?
Let’s build a plan tailored to you.
Take our online assessment to learn more about what approaches would work best for you, or reach out to one of our advisors directly.