Paul DeLauro (Wealth Planning Attorney - Business Planning/Succession, Wealth Transfer & Estate Planning)

Biography

Paul DeLauro, JD, CTFA™, is a seasoned wealth strategist with over 20 years of experience serving high and ultra-high net worth clients. He specializes in holistic wealth planning, including advanced tax and estate strategies, asset protection, philanthropic planning, and complex insurance solutions such as private placement and captive insurance.

Paul recently joined the Capitas Advanced Planning Group, where he supports advisors with advanced insurance and estate planning strategies. His prior roles included Senior Wealth Strategist at PNC Bank as well as Sr. Wealth Strategist and founder of the Wealth Planning offerings at both City National Bank in Beverly Hills, CA and First Hawaiian Bank in Honolulu, HI, during which time he co-authored Hawaii’s “Permitted Transfers in Trust Act,” an act that permitted self-settled asset protection trusts and perpetual legacy trusts in the state of Hawaii.

A frequent speaker and published author, Paul is known for his client-focused planning and innovative thinking.

He earned his JD from the University of Denver Sturm College of Law and holds a BA from the University of Colorado, Boulder. Paul is a Certified Trust & Financial Advisor and an active contributor to professional organizations.

Advanced Planning Group

The Advanced Planning Group is a dedicated team of specialists who provide guidance and support on complex financial, estate, business, and tax planning strategies. Working in collaboration with advisors, we deliver in-depth analysis and tailored solutions designed to meet the unique needs of high-net-worth individuals, families, and business owners. By leveraging technical expertise and creative problem-solving, the group helps position advisors as trusted resources, offering value-added insights that strengthen client relationships and open new planning opportunities.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.