Department profile
Capital Strategies

Wealth Managers

High Net Worth Guide 2026 : Alabama

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Capital Strategies

Rankings

Chambers Review

Provided by Chambers

Wealth Managers - Alabama

Band 1

What the Team is Known For
Capital Strategies is well respected in Alabama and specialises in advising wealthy and ultra-wealthy clients on insurance-based income and estate tax planning.
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Strengths

Provided by Chambers

  • We go to Capital Strategies when we have an ultra high net worth client who needs good planning, because they're thought leaders on a lot of things.

    Wealth Managers respondentHigh Net Worth

  • They are extremely professional and responsive in providing analysis and recommendations to high net worth individuals with respect to the use of insurance for business and estate planning needs.

    Wealth Managers respondentHigh Net Worth

  • They are very good at explaining to clients, and to us as our clients' counsel, the options of available insurance policies. That is a critical part of representing a client, and they seem to be uniquely able to translate the choices and life insurance products into plain English. I give them very high marks.

    Wealth Managers respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • David F. Byers
    David F. Byers

    David F. Byers

    David Byers is managing principal at Capital Strategies. He is a respected expert on life insurance planning for high net worth individuals.

    • David Byers has insights and experience that sets him apart from just about any other adviser in the US. The level of commitment to the client experience is truly exceptional.

      Wealth Managers respondentHigh Net Worth
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Ranked Individuals at Capital Strategies (1)

Alabama

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