We live in a world today where it is probably the best and worst time ever for wealth owners and creators to flourish. With the most technological, intelligence and psychological power we have ever had as species, great opportunities are in abundance. But with these opportunities come noteworthy challenges - war, political unrest, unprepared for pandemics, volatile economic conditions and societal pressure. For wealth owners dodging bullets is not an option. They need strategic watertight long-term plans to ensure the sustainability of their all-encompassing individual or family portfolios.
We understand that family business owners and individual wealth owners show the highest dedication to seeing their businesses and portfolios prosper so that they can successfully pass it on to the next generation.
Otherwise, why would anyone care so much about building wealth if it does not provide an endowment for many generations to come?
WORLD-CLASS INDIVIDUAL & MULTI-FAMILY WEALTH MANAGEMENT SERVICES.
WE OFFER YOU THE FOLLOWING:
Financial Review
Due Diligence Analysis
Strategic Planning
Outreach & Philanthropy Management
Portfolio Structuring
Risk Management Consulting
Asset Structuring
Family Governance Management
Wealth Transfer Planning
Tax Assessment & Planning
Legal Consulting
Lifestyle Management
Why choose us?
This is why at Keller Family Office we make sure that only the best in the industry will protect your individual and/or family wealth. Our experienced investment, strategy and lifestyle management consultants will design, monitor and manage your customized wealth portfolio plan to ensure that you achieve maximum returns based on your risk appetite.
Our multi-family office wealth management firm was established in 2010 to serve individuals, wealthy families, financial institutions, and foundations across Europe. We boast an AUM (assets under management) portfolio of more than $1.5 billion.
Our track record of satisfied families and individuals for more than a decade speaks for itself.