Advanced Tax & Wealth Strategies

Serving Founders, Entrepreneurs & Ultra-High-Net-Worth Families

Making Over $10,000,000 a Year

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With Socha Capital, you'll discover financial clarity and peace to make the right decisions—for your family, business and legacy.

Welcome to Socha Capital, your trusted partner in family office services. We specialize in delivering tax-efficient wealth management solutions tailored to the unique needs of high-net-worth individuals and families. Our comprehensive approach integrates investment management, tax planning, and estate planning to minimize tax liabilities while maximizing your financial growth. With a focus on tax reduction strategies and personalized service, we empower you to achieve your financial goals with confidence.


Discover how our family office can protect and grow your wealth—contact us today to get started.

NATIONWIDE

Serving Clients Across the US

$1 BILLION+

Assets Under Advisement

$1BILLION+

Assets Under Advisement

NATIONWIDE

Serving Clients Across the US

Leaders in Multi-Family Office Private Wealth Management

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Recognized as a World-Wide Leader

The Aggie 100 honors the 100 fastest-growing businesses in the world that are owned or led by a Texas A&M graduate—we're one of them!

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One of the Fastest Growing

Companies in the US

Recognized by Inc. Magazine as one of 5,000 the fastest growing companies in the US for impressive year over year growth.

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One of Austin's Top Companies and Leaders

Austin Business Journal honors Austin’s emerging professionals—and we are among them! #5 on the Fast 50 List, and a finalist for Austin's 40 under 40 and Austin's Best CEO.

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Regularly Featured Financial Expert

Our founder, Jeff Socha is a

Fox News featured financial expert.

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International Recognition

Jeff Socha's solutions for lowering the risk of business ownership and increasing his clients' profitability have been widely recognized. 

The aggie 100 logo is black and white and looks like a wedding ring.

Recognized as a World-Wide Leader

The Aggie 100 honors the 100 fastest-growing businesses in the world that are owned or led by a Texas A&M graduate.

The inc. 5000 logo is black and white on a white background.

One of the Fastest Growing Companies in the US

Recognized by Inc. Magazine as one of 5,000 the fastest growing companies in the US for impressive year over year growth.

The logo for the austin business journal is black and white.

One of Austin's Top Companies and Leaders

Austin Business Journal honors Austin’s emerging professionals—and we are among them! #5 on the Fast 50 List, and a finalist for Austin's 40 under 40 and  Austin's Best CEO.

A black and white logo for fox news on a white background.

Regularly Featured Financial Expert

Our founder, Jeff Socha is a Fox News featured financial expert.

The logo for the international business times is black and white.

International Business

Description

Recognized as a World-Wide Leader

The Aggie 100 honors the 100 fastest-growing businesses in the world that are owned or led by a Texas A&M graduate.

One of the Fastest Growing Companies in the US

Recognized by Inc. Magazine as one of 5,000 the fastest growing companies in the US for impressive year over year growth.

One of Austin's Top Companies and Leaders

Austin Business Journal honors Austin’s emerging professionals—and we are among them! #5 on the Fast 50 List, and a finalist for Austin's 40 under 40 and  Austin's Best CEO.

Regularly Featured Financial Expert

Our founder, Jeff Socha is a Fox News featured financial expert.

The aggie 100 logo is black and white and looks like a wedding ring.

Recognized as a World-Wide Leader

The Aggie 100 honors the 100 fastest-growing businesses in the world that are owned or led by a Texas A&M graduate—we're one of them!

The inc. 5000 logo is black and white on a white background.

A Fastest Growing Company in the US

Recognized by Inc. Magazine as one of the fastest growing companies in the US for impressive year over year growth.

The logo for the austin business journal is black and white.

One of Austin's Top Companies and Leaders

Austin Business Journal honors Austin’s emerging professionals—and we are among them! #5 on the Fast 50 List, and a finalist for Austin's 40 under 40, and Austin's Best CEO.

A black and white logo for fox news on a white background.

Featured Financial Expert

Our founder, Jeff Socha is a Fox News featured financial expert.

The logo for the international business times is black and white.

International Business Recognition

Jeff Socha's solutions for lowering the risk of business ownership and increasing his clients' profitability have been widely recognized.  

The Complete Family Office Solution


Our full-service approach delivers high-value results.
As a premier fractional family office for entrepreneurs, we work to simplify the process of managing wealth by offering complete, customized financial solutions with 5 Strategic Services:

Investment Management

Personalized investment solutions to build and protect your wealth.

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Risk Management

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

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Advanced Tax Planning

Minimize income tax liabilities on ordinary income and when selling your business.

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Cashflow Planning

Optimize cash flow, analyze patterns, and provide actionable strategies for financial stability.

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Explore Family Office

Here's what you can expect from our work together:

  • Creative answers and unique solutions from financial problem solving experts.
  • A customized plan that is organized, agile, and based on your goals for family, business and legacy.
  • Implementation and management of the plan in a clear and organized way.
  • Results that you can measure.
MEET WITH OUR FOUNDER

Here's what you can expect from our work together:

  • Creative answers and unique solutions from financial problem solving experts.
  • A customized plan that is organized, agile, and based on your goals for family, business and legacy.
  • Implementation and management of the plan in a clear and organized way.
  • Results that you can measure.
MEET WITH OUR FOUNDER

As a premier multi-family office, we work with CEO Founders and entrepreneurs to navigate the process of managing wealth by offering complete, customized financial solutions that guide them to financial clarity and peace.

Jeff Socha

CEO & Founder Socha Capital


We specialize in reducing the tax burden for entrepreneurs.

EARNING MORE THAN $1,000,000 A YEAR?

Retain your wealth to accomplish your goals.  Optimize your tax burden with our innovative strategies.

PAYING OVER $100,000 A YEAR IN BUSINESS TAXES?

Increase your bottom line. We are well-versed in complex tax laws and can identify deductions and incentives to significantly lower your tax liability.

selling your business?



Keep more of your money. Our team will develop tailored strategies to address potential tax implications and optimize your financial outcome.

Begin Your Journey to Financial Clarity & Peace.

Talk with Our Founder