Founded by an Entrepreneur
For Entrepreneurs
We are Socha Capital.
Ultra-high net-worth individuals and entrepreneurs choose us
as their family office and financial planners.
$1 BILLION+
Assets Under Advisement
NATIONWIDE
Serving Clients Across the US
15+
Dedicated Professionals
At Socha Capital, we are more than just wealth managers—we are your dedicated family office, committed to providing tax-efficient financial solutions. Our experienced team excels in tax planning, estate planning, and wealth preservation for high-net-worth families. We understand the complexities of managing significant wealth and the importance of tax reduction. Through personalized strategies and a fiduciary commitment, we align your financial plan with your family’s values and long-term goals, ensuring financial peace of mind and tax efficiency.
As your fractional family office, we offer tailored services to manage substantial wealth and accomplish meaningful goals.
Our expertise and proprietary method, The Freedom Threshold©, allows us to guide the wealth management process in a way that matches your unique financial landscape—as a business owner and the leader of a family.
Financial planning is not just about generating wealth. It’s about preserving, growing, and ultimately leveraging it to make a meaningful life.
Authentic success comes from understanding our deepest desires and aligning our actions with those goals. It's not about chasing an arbitrary figure, but about creating real impact and letting the wealth follow the value we bring. Focus on the real prize—clarity of purpose and genuine fulfillment.
Jeff Socha
CEO & Founder Socha Capital
Our vision
Guide entrepreneurs
to financial clarity and peace.
How We Are Different
We create full scope financial plans that solve the problems of entrepreneur's complex lives, so they never have to think about it again.
Founded by an Entrepreneur for Entrepreneurs.
Our founder comes from a multi-generational family of entrepreneurs. Growing up in a business, he faced the challenges of business-ownership first hand. This business was founded to solve those problems.
We are Tax Experts.

We don't just talk tax, we know tax. Inside and out. For five years, our Founder worked on two political action committees through which he lobbied the United States Congress on finance and tax regulations.
Your Family Office.
As a fractional family office for founders, high net worth individuals and families making over $1,000,000 a year, we offer a full-service approach with 5 Strategic Services.
The Freedom Threshold©
Each one of us has a moment in our lives when we realize life's not about making money, but making meaning—for ourselves and others. As financial planners, we guide entrepreneurs to create financial structures that turn the effort and challenge of business ownership into an impactful legacy.
We Serve Clients Around the Nation from our Homebase
in Austin, Texas.
Socha Capital is a strategic advisory firm that delivers comprehensive solutions for your ever-changing financial life. Our practical approach is proven to make accumulating and protecting wealth possible.
Alongside a suite of credentialed professionals, we design generative solutions to capture growth opportunities and create a legacy for future generations. Our expertise includes investment management, risk management, advanced tax planning, cashflow planning, legal planning, charitable giving, and more.
