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A Comprehensive Solution
Ultra-High Net Worth Individuals rely on their family offices to provide holistic, comprehensive solutions for controlling, growing, and preserving generational wealth. Traditionally however, operating a family office has been cost prohibitive for the emerging affluent business owner. Until now.
Technology and economies of scale have made it possible for successful business owners to duplicate the traditional family office experience.
Kingstowne Advisors helps discerning, affluent business owners implement the integrated tax planning, asset protection, business advisory, risk management, wealth management, and family governance strategies necessary to achieve their family wealth objectives. If you are a successful business owner, consider utilizing our platform to start your own virtual family office.
Our Approach
Our service model provides customized, advanced strategies combined with tactical, team-based coordination of planning activities.
Benefit from:
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Holistic planning addressing both personal and business objectives.
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High-level expertise from recognized specialists in all planning domains.
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Streamlined processes that include existing advisors wherever possible.
