CapWealth Embraces Multifamily Office Model With Addition of Blake Harrison

Harrison’s deep tax planning expertise positions $1.7B RIA for continued growth to serve clients with complex needs

CapWealth, a leading $1.7 billion RIA, brings on Blake Harrison, CPA, PFS, as Executive Vice President of Wealth Management. The addition of Harrison, a nationally recognized tax leader with nearly 20 years of experience, significantly expands the depth of service CapWealth offers to its clients, and signals the firm’s evolution to a fully integrated multifamily office.

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Blake Harrison, CPA, PFS, Executive Vice President of Wealth Management at CapWealth

Harrison joins CapWealth from LBMC, where he served as a partner and leader of the firm’s tax division, delivering tailored tax and estate strategies to high-net-worth and ultra-high-net-worth families. His expertise spans tax compliance and planning, charitable structuring, trust and estate design, and multi-generational wealth transfer.

“We pride ourselves on deep relationships and strategic investment guidance, and Blake allows us to deliver on that promise on a new level,” said Tim Pagliara, Founder and CIO of CapWealth. “His expertise allows us to layer in a level of tax and estate planning capability to serve even the most complex client scenarios.”

Harrison’s addition enhances the firm’s ability to deliver proactive, multi-dimensional planning, eliminating the fragmentation many families face across tax, investment and planning services. His consultative approach aligns seamlessly with CapWealth’s mission to provide clarity, continuity, and confidence to the families it serves. Harrison’s expertise enables CapWealth to work in lockstep with outside CPAs and estate attorneys, helping clients navigate every layer of their financial lives with a unified approach.

“Blake brings both technical depth and a genuine commitment to client care, the exact combination we look for in our leadership team. He shares our values, and he’s going to make an immediate impact on our clients and our culture,” explained CapWealth CEO Phoebe Venable.

“Over the years, I’ve found that the most rewarding work comes from building relationships,” said Harrison. “Joining CapWealth allows me to go deeper with clients, to think strategically about their lives and legacies, and to be part of a team that shares that same client-first mindset. I’m excited to build an expanded offering that reflects both the complexity and opportunity in our clients’ lives.”

A Virginia Tech graduate and Brentwood, Tenn. resident, Harrison has advised clients across the country, from entrepreneurs navigating major liquidity events to families with advanced estate and philanthropic planning needs. In 2018, he was recognized with the AICPA’s Standing Ovation Award for excellence in tax planning.

About CapWealth

CapWealth is an independent, SEC-registered investment advisor and multifamily office in Franklin, Tenn., with $1.7 billion in assets under management. Committed to helping individuals and families build and preserve their wealth, CapWealth provides personalized, fiduciary advice and portfolio management rooted in transparency.

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