Our Clients (Affluent)

Legacies are rarely built by those that focus on making money; everlasting legacies are built by those that focus on making a difference. Jack W. Kennedy III

Affluent Families

Individual and family wealth management excellence is the cornerstone of our expertise at KIG. We consider it an honor and a proud achievement to currently serve four generations of client families.

We understand that the goal of affluent individuals and families is to continue the tradition of wealth through their children, grandchildren and other heirs. Our expertise can help you accomplish that goal, while still providing for your own needs and continuing to manage your assets during your lifetime.

Our strong tradition of serving multigenerational families gives us insights into estate issues and the shifting dynamics that families encounter. We believe that by building a close personal relationship with you and your family, we are better able to anticipate the needs of future generations and can adequately prepare them to handle the responsibilities of significant wealth.

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