01
Discovery
A complete picture of what exists. Nothing is assumed until it is on the list — often working with the principal’s assistant or family office.
Craner Capital
Wealth management and estate organization, including for high net worth families.
About
Thomas J. Craner
Tom Craner is founder and CEO of Craner Capital and a partner and wealth management advisor at Strategic Planning Group in Bountiful, Utah. He works with anyone who needs the work done well — and he has the judgment for families whose finances are large, layered, and easy to lose track of.
Tom builds plans people can live with — and plans that still hold when a family’s finances have more moving parts than anyone can keep in their head. High net worth clients come for that combination: ordinary care, and the organization that substantial estates require.
Tom has spent over a decade working through and learning how to overcome the challenges which are presented when net worth grows above levels which trigger tax, probate, and inheritance issues.
He lives in northern Utah with his wife and their two daughters.
Call SPG and ask for him.
Strategic Planning Group190 South Main Street
Bountiful, Utah 84010
The work
Peace of mind when there is a lot to keep straight.
Investments, retirement, the household’s finances. Then, when the picture is bigger — accounts, entities, property, insurance, private interests — an inventory, a clean structure, and a clear path for what happens next. High net worth families rarely have all of that in one place. Tom does.
02
Organization
Titles, entities, and beneficiaries lined up with intent. The file should match the real world, and match how it is meant to pass.
03
Continuity
Inheritance and tax planning within the law, so the next chapter is easier to settle. The family should not have to reconstruct the picture after the fact.
The practice
Broad enough for anyone who needs it. Steady enough for substantial wealth.
- Investment and retirement planning
- Estate organization and inheritance planning
- Complete asset discovery and inventory
- Entity, title, and beneficiary alignment
- Coordination with attorneys, CPAs, and family staff
- High net worth planning grounded in family-firm experience
Contact
Call Strategic Planning Group and ask for Tom Craner.
190 South Main Street, Bountiful. The Craner Capital number is the same.
801.627.2200Strategic Planning Group190 South Main Street
Bountiful, Utah 84010