Research That Protects and Grows Generational Wealth.
Independent. Portfolio-Ready. Built exclusively for Family Offices.
A New Standard for Family Office Research
For most Family Offices, investment guidance comes from banks or advisors who sell products alongside opinions. The result? Research blurred by conflicts, opportunities missed, and portfolios tilted by someone else’s incentives.
Our service is different.
We act as your outsourced CIO, providing clear allocation strategy and portfolio-ready research — never execution, never product-pushing. Purely independent. Purely in your interest.
📘 Monthly Intelligence
Concise, insight-driven reports on global markets, sectors, and opportunities. Each issue ends with carefully selected ETFs and representative stocks so you know exactly how to implement the strategy.
📊 Quarterly Strategy Compasses
Forward-looking allocation stances with clarity: how much to overweight, where to stay defensive, and the instruments that best capture those tilts.
⚡ Flash Alerts
When markets turn suddenly, you won’t be left guessing. You receive timely, focused updates that cut through the noise.
🧭 Annual Outlook Playbook
A premium, 25-30-page research blueprint — your wealth compass for the year ahead. Designed to help you navigate uncertainty and protect capital while uncovering growth.
Small to Mid-Sized FOs ($20M–$200M) who need institutional-grade research without the cost of an in-house CIO team.
Principals and CIOs who demand clarity and conviction, not product pitches.
Multi-Generational Investors who prioritize capital protection but cannot afford to miss opportunities.
Exclusive → Access is limited; this service is not mass-market.
Independent → No cross-selling, no hidden incentives.
Practical → From big-picture allocation down to ETFs and stocks.
Continuous → A steady rhythm of insights, strategy, and timely guidance.
- Because every allocation decision today shapes the wealth of tomorrow.
- Because protecting and growing generational capital requires more than theory — it requires clarity, precision, and conviction.
Choose Your Membership Plan
Quarterly Plan
Introductory Access-
Full access for 3 months
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Monthly Reports & Quarterly Strategy
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Flash Notes included
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Annual Outlook Playbook not included
Semi-Annual Plan
Flexible Access-
Full access for 6 months
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Monthly Reports & Quarterly Strategy
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Flash Notes included
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Annual Outlook Playbook included (if subscription overlaps release)
Annual Plan
Best Value. Most Chosen.-
12 Monthly Reports
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4 Quarterly Strategy Reports
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4–6 Flash Notes
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Annual Outlook Playbook
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Priority onboarding & client support
A: CapitalScope is an independent research and strategy service designed exclusively for small and mid-sized Family Offices. We act as an outsourced CIO — providing allocation guidance and portfolio-ready research, without execution or product-selling.
A: CapitalScope is tailored for Family Offices in the $20M–$200M AUM range that require institutional-quality research but may not have a full in-house CIO team.
A: MarketPulse is a broad research service focused on active market updates. CapitalScope is dedicated to Family Offices, integrating allocation strategy with portfolio-ready instruments in a structured cadence. It does not overlap or cannibalize MarketPulse.
12 × Monthly Research Reports (themes, sectors, ETFs + representative stocks)
4 × Quarterly Strategy Reports (allocation stances, portfolio guidance)
4–6 × Flash Notes (event-driven updates)
1 × Annual Outlook Playbook (30+ page year-ahead guide)
A: We provide allocation stances (e.g., overweight technology, underweight bonds) alongside specific instruments such as ETFs and representative stocks to express those views. We do not provide execution levels, as execution is handled by your custodian or bank.
A: You can request access via our website or by contacting us directly. After an initial discussion, you’ll receive subscription details and onboarding materials.
A: At minimum, once a month via our Monthly Research Report. In addition, you’ll receive quarterly strategies, flash updates when needed, and the annual outlook.
A: Yes. We are not brokers or product distributors. We do not receive commissions from fund houses or banks. Our sole commitment is to delivering unbiased research.
A: Our core focus is global equities, ETFs, and commodities. Allocations and themes are expressed in a global framework relevant for Family Offices with cross-border exposure.
A: We focus on liquid public markets (equities, ETFs, commodities, currencies) where our research edge is strongest. We do not provide deal sourcing or alternative asset advisory.
A: No. We do not manage or hold client money. Execution is handled by your existing custodians, banks, or brokers. We focus purely on research and allocation strategy.
A: Our standard service provides the full set of deliverables. For select clients, we may provide custom overlays or strategy discussions on a case-by-case basis.
A: All reports are delivered in PDF format via secure email, with scheduled calls if requested.
A: Yes. Access can be extended to CIOs, principals, or investment committee members within your Family Office.
A: CapitalScope is offered as an annual subscription. Semi-annual options may be available at a premium.
A: We may provide a quarterly introductory subscription or a sample research pack for qualified Family Offices before annual commitment.
A: Annual subscriptions are paid upfront. Semi-annual or quarterly options are billed in advance of each term.
A: You can request access via our website or by contacting us directly. After an initial discussion, you’ll receive subscription details and onboarding materials.