Capital Group Private Client Services
Executive Vice President, Regional Director: Bob Kelly
Capital Group Private Client Services started more than four decades ago as a family office, managing the assets of our parent company’s executives and loved ones.
And our approach today remains the same: we care for your wealth as if it were our own. In fact, many current and former Capital Group senior leaders invest alongside our clients.
We’re accountable only to the people who matter: our clients.
Begin to Build a Relationship
We know you care about where your money goes and how it is used. Connect with this organization’s leadership in order to begin to build this important relationship. Your email will be sent directly to Executive Vice President, Regional Director Bob Kelly.
So much of our business is working with wealthy families who have very strong philanthropic interests. We help them plan for how much they can leave and how they can make their charitable gifts. We spend a lot of time educating the next generation, or even two, helping them write their family mission statements and working to solidify future generations’ commitment to philanthropy.