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We believe that investment transcends a monetary connection between two people. It’s a partnership of ideas, values, and philosophies, where the benefit is shared. Where common purpose creates aligned outcomes. Where your wealth journey is our wealth journey. Where a meaningful connection provides the opportunity to collaborate and co-create.

Caleo Capital comprises six divisions: Family Office, Wealth Management, Asset Management, Private Equity, Fiduciary Services, and Global Banking.

 
 

Family OFFICE

asset management

global banking

wealth management

PRIVATE EQUITY

FIDUCIARY SERVICES

 
 
 
Caleo emanates from a Latin term, meaning “the flame within.” As entrepreneurs, we have a healthy respect for the passion, commitment, and ingenuity it takes for one to succeed in commerce and life itself. Entrepreneurs, professionals, artists, and musicians, although they may greatly contrast invocation, all share the same burning desire inside-to create and build something meaningful. This comes from their “Caleo”, their flame within. We like to think we share our clients’ drive and passion and take a collaborative approach to wealth management, in order to partner with you to achieve your investment goals.