Capital Group Private Client Services

Capital Group Private Client Services Wealth management is about people. Learn more about Capital Group Private Client Services at www.capitalgroup.com/pcs.

Capital Group Private Client Services is a privately-owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results to a select group of wealthy individuals, trusts, and foundations. We are backed by the global resources of Capital Group—one of the world’s oldest and largest asset management firms, with nearly 8,000 employees in offices

around the world and $2.0 trillion under management. Assets under management as of December 31, 2024. The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. Not all of the analysts and portfolio managers featured are involved in the management of Capital Group Private Client Services portfolios. Terms & Conditions: https://www.capitalgroup.com/individual/campaign/af-facebook-terms-of-use.html

We recently hosted a timely webinar on charitable giving strategies. From upcoming changes in charitable deductions to e...
11/24/2025

We recently hosted a timely webinar on charitable giving strategies. From upcoming changes in charitable deductions to exploring structures like donor-advised funds and charitable trusts, the discussion offered guidance for aligning philanthropy with wealth planning.

Watch the replay to learn how thoughtful giving can support your legacy and help optimize tax efficiency: https://www.capitalgroup.com/pcs/events/charitable-giving-webinar.html?cid=pcs:1124:0963:NAT

Explore Cheryl Frank’s top book recommendations from this year.
01/02/2025

Explore Cheryl Frank’s top book recommendations from this year.

Equity portfolio manager Cheryl Frank discusses some of the books she enjoyed catching up with this year.

Discover why a Roth IRA conversion might be advantageous, despite up-front costs.
12/30/2024

Discover why a Roth IRA conversion might be advantageous, despite up-front costs.

While converting a traditional retirement account to a Roth IRA comes with up-front costs, it’s typically well worth it for high net worth investors.

Discover the future of energy demand driven by plug-in vehicles, AI and reshoring.
12/27/2024

Discover the future of energy demand driven by plug-in vehicles, AI and reshoring.

Plug-in vehicles, artificial intelligence and reshoring could jolt demand for energy and the utilities that provide it.

12/23/2024

Capital Group Private Client Services has made a donation on behalf of clients to Habitat for Humanity, a nonprofit organization that builds and renovates homes for families in need. Learn more about how we have partnered with them over the year in the video below.

Understand the benefits of diversification beyond the tech giants.
12/23/2024

Understand the benefits of diversification beyond the tech giants.

The Magnificent Seven tech giants have dominated the headlines. But a handful of lesser-known stocks show the importance of diversification.

Learn about the potential of pick-and-shovel investments in emerging industries.
12/19/2024

Learn about the potential of pick-and-shovel investments in emerging industries.

"Pick-and-shovel" investments can offer an indirect way to benefit from growth in emerging industries.

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Los Angeles, CA

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