To Ken and his team, a Family Office encompasses a wealth management model that helps build deeper and more lasting relationships with clients. Creating life’s Financial BluePrint based on individual goals and milestones allows for an integration of portfolio management, financial planning, retirement planning, business consulting and transition services.
Over the years, Ken has built lasting relationships with other professionals to be able to offer customized solutions, specialized expertise and responsive service. This ultimately helps secure financial assets and family heritage.
Our full-service Family Office includes:
- Integrated Financial Planning
- Family Continuity
- Risk Management
- Asset Consulting
- Family Administration