Advanced Wealth & Tax Strategies

Serving Founders, Entrepreneurs &

Ultra-High-Net-Worth Families

Making Over $1,000,000 a Year

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Trusted By Over 250 Clients

Are you currently experiencing these financial challenges?

Ultra High Net Worth Family

Earning Over $1,000,000 A Year

We help you preserve your wealth and safeguard your family's future.


As a successful entrepreneur earning over $1,000,000 annually, we help to protect your hard-earned money from excessive taxes. At Socha Capital, we specialize in reducing the tax burden for entrepreneurs like you.

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Paying over $100,000 A Year

We help to minimize your tax burden.


If your growing business has you paying over $100,000 in taxes each year, it's time to explore our innovative tax strategies. We are well-versed in complex tax laws, identifying deductions and incentives to significantly lower your tax liability and preserve more of your wealth.

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Selling Your Business

We help you get more value from the sale of your business.


Strategic tax planning is vital for entrepreneurs planning to sell their businesses in the next 3-5 years. Our team will develop tailored strategies to address potential tax implications and optimize your financial outcome, ensuring you retain more of your money.

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With Socha Capital you'll discover financial clarity, develop a strategic plan, and make the right financial decisions.

Socha Capital Awards and Media Appearances:


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Our Services For High Net Worth Individuals

Private Wealth Management

We provide personalized investment solutions to build and protect your wealth.

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Advanced Tax Strategies

Minimize tax liabilities while ensuring compliance with ever-changing regulations. 

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Fractional Family Office Services

Our fractional family office services provide expert guidance without the need for a dedicated staff.

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Risk Management

Get peace of mind knowing your financial interests are well-protected. 

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Cash Flow

We help optimize cash flow, analyze patterns, and provide actionable strategies for financial stability.

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Legal Planning

Our team specializes in asset protection, estate planning, entity structuring, key person planning, and more.

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Worried you are paying too much taxes? Schedule a call with us.

Talk With Our Founder

Call Us Today

512-240-2244

Call Us Today

512-240-2244

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