High net worth individuals / families
At KLR we tailor our services to meet the unique needs of high net worth individuals and families. We realize that wealth management is unpredictable and complex. You need a Trusted Advisor that can assist you with achieving your objectives and meeting your financial needs.
High net worth individuals and familes seek KLR because we stay current on tax regulations and have strategic relationships with key partners.
Our services include:
- Insurance
- Tax planning and compliance (charitable, gift and trust)
- Investments
- Retirement planning
- Succession planning
- Estate planning
- Family limited partnerships