Robert Caplan

Robert advises founders, senior professionals and families on how to turn financial success into long term freedom, confidence and legacy.

Robert is the Founder and Head of First Wealth Private Office, advising successful business owners, senior professionals and wealthy families on the complex decisions that come with significant wealth.

He works closely with four core groups of clients: business owners preparing for exit, business owners scaling towards exit, families navigating intergenerational wealth transfer, and high earning professionals such as law firm partners, private equity professionals and senior recruiters. In each case, his role is to bring clarity, structure and momentum to clients who want their finances properly organised and working in service of the life they want to live.

Robert co founded First Wealth to challenge the traditional advice model and build a business centred on proper financial planning, strong relationships and evidence based investment thinking. Today, he leads the Private Office proposition, delivering a highly personal, joined up service for clients whose financial lives have become increasingly complex. Acting as a central point of coordination, Robert works alongside existing advisers or introduces trusted specialists where needed, helping ensure every aspect of a client’s financial world is aligned and working together.

He is known for combining strategic thinking with commercial realism. Whether a client is building wealth quickly, approaching a major liquidity event, or thinking about how wealth should pass through generations, Robert helps them cut through noise, focus on what matters and make confident decisions at the right time.

His belief is simple: wealth should create options, reduce stress and give people the freedom to live well now while planning intelligently for the future.