About us

Your partner in crafting a secure financial future.

Heart & Crown Capital (HCC) is a premier family office dedicated to providing a comprehensive suite of financial services tailored to meet the unique needs of high-net-worth families and institutions. Since our inception, HCC has been totally focused on achieving the highest possible risk-adjusted returns for our clients. Our mission is to craft a secure and prosperous financial future for our clients through meticulous strategic planning, specialized investment services, and a deeply personalized approach.

At Heart & Crown Capital, we embrace a passion for what we do, maintaining a focused and undistracted purpose. We act with integrity, serving as a trusted steward and long-term partner for our clients. Our independence from any single organization allows us to deliver advice in an unbiased manner, ensuring that our clients' best interests are always at the forefront. Founded in the Cayman Islands in 2021, our team of experienced professionals is committed to providing exceptional service and delivering results that exceed our clients' expectations.

A Multidisciplinary Wealth Management Team

Heart & Crown Capital boasts a multidisciplinary wealth management team of seasoned professionals with expertise spanning various financial domains. Our team includes specialists in investment management, financial planning, offshore structuring, legal, and more.

By bringing together professionals from diverse backgrounds, we ensure that our clients receive comprehensive and integrated solutions that address every aspect of their financial needs. Whether you require strategic investment advice, estate planning guidance, offshore structuring expertise, or assistance with regulatory compliance, our team is equipped to deliver tailored solutions that align with your goals. We collaborate closely, leveraging our collective knowledge and experience to provide you with personalized service and support at every step of your financial journey.

At Heart & Crown Capital, our multidisciplinary approach ensures that you receive the highest level of expertise and care to help you achieve your financial aspirations.

Client-Centric Approach

At the core of our services is a client-centric approach that prioritizes the needs and goals of our clients. We believe in building long-term relationships based on trust, transparency, and mutual respect. Our team is committed to providing highly personalized service and delivering tailored solutions that meet our clients' specific needs.

Understanding Client Objectives: We take the time to deeply understand our clients' financial goals, risk tolerance, and long-term aspirations.

Analyzing, Evaluating, and Developing Recommendations: Our team conducts thorough analyses and evaluations to develop tailored recommendations that align with our clients' objectives.

Advising, Explaining, and Implementing: We provide clear and actionable advice, explaining our strategies in detail and implementing them effectively.

Monitoring and Adjusting: We continuously monitor our clients' portfolios and make necessary adjustments to ensure optimal performance and alignment with their evolving goals.

Client centric

At HCC, we follow a structured approach to ensure our clients receive the highest level of service and expertise

Commitment to Ethical Standards

At HCC, we take pride in upholding the CFA Institute’s Code of Ethics and Standards of Professional Conduct, which represents the highest standard for investment professionals globally. This commitment to ethical conduct ensures that we always act in the best interests of our clients, maintaining the trust and integrity that are the foundation of our relationships.

To learn more about our ethical standards, please visit the CFA Code of Ethics and Standards of Professional Conduct.

Registration and Regulation

Heart & Crown Capital is registered with the Cayman Islands Monetary Authority pursuant to the Securities Investment Business Law. This regulatory oversight ensures that we adhere to the highest standards of financial management and client protection.

Our Philosophy

At HCC, we believe that financial success is achieved through a combination of strategic planning, specialized investment services, and a client-centric approach. We are committed to building lasting relationships based on trust, transparency, and excellence, ensuring that our clients' wealth is preserved and grown for future generations.

Start your journey with us

Heart & Crown Capital – your partner in crafting a secure financial future.

By focusing on high-yield, niche investment opportunities and providing a comprehensive suite of financial services, we empower our clients to achieve their financial goals and secure their legacies. Our dedication to excellence and ethical conduct sets us apart as a premier family office, trusted by high-net-worth individuals and entrepreneurs worldwide.

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Testimonials

I've worked with the principals of Heart & Crown Capital for many years, and their combination of exceptional investment services and innovative offshore planning is unmatched. They offer a unique proposition for global investors.

KU  |  Portfolio Manager

Our family office is an early investor in Heart & Crown Capital's Canadian High-Yield Program, and we love the dependable monthly interest payments we receive. The steady cash flow has been a great tool to fund our family's lifestyle.

GA  |  single family office

Heart & Crown Capital's Canadian High-Yield Program and US Multifamily Real Estate investments have consistently delivered stellar performance for our funds. The team's expertise and dedication have been instrumental, and the investments have provided great stability to our client portfolios.

JP  |  Fund manager