Our commitment to you is that the service and expertise you receive from our team will be custom designed specifically to meet – or exceed – the unique objectives of you and your family. We are able to make and deliver on this promise by partnering with the most highly trained experts in a variety of fields offering world-renowned expertise for your specific needs.
Create a robust life focused on pursuits that align with individual family member’s unique purpose that results in the legacy of the family as a whole.
- Creation of the family vision
- Mapping of the family journey
- Family video creation
- Family governance "playbook"
- Private travel management
- Strategic high impact philanthropy
Provide processes and experiences that leverage the strengths and differences of family members to realize their full potential.
- Regular review of the family vision
- Family coaching
- Family retreats
- Annual family "report card"
Provide exclusive wealth management strategies.
Financial planning services provided by Keating Financial Advisory Services
OFTEN INCLUDES COORDINATION OF:
- Financial and document review
- Legal and accounting work
- Trust services
- Wealth transfer techniques
- Tax strategies
- Succession planning