Finance & Financial Services

What We Do

We are unlike other private investment or financial advisory firms. By investing our own capital, it allows us to be patient investors unconstrained by strict mandated timelines that dictate when investments need to be made and exited. Because of our flexible approach, we are able to listen to what our partners need and then leverage our experience, creativity, and relationships to help them achieve their long-term goals.

Relationships are at the heart of everything that we do at Kaulig Companies. We honor these relationships with our clients and business partners by placing the integrity of their interests above our own personal and professional gains. At the end of the day we truly believe that when we put these relationships first, pairing them with our vast experience and industry knowledge, that is the true recipe for success.

As the private investment arm of the Kaulig Companies, Kaulig Capital seeks long-term capital appreciation through control and minority equity investments in private operating companies and real estate partnerships. Areas of focus include private equity, private real estate, and wealth management.

Provides comprehensive financial planning, asset management, asset allocation, tax, accounting, retirement planning and estate planning services to high net worth and ultra-high net worth families and businesses.

“What makes us unique is that we will never tell any of our clients to put their money somewhere where our money is not.”

Dominic Brault
Managing Director of Kaulig Capital
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