Krilogy Family Office
As wealth and families grow, so do the complexities of managing both – Krilogy Family Office exists to serve as your dedicated family office, offering a full range of services to support every aspect of your family’s financial life.
We will work with you to understand the family mission and values to help shape the strategic planning for the family – considering both the financial and non-financial capital of the family.
We act as your trusted advocate, while assisting the collective family and individual family units in a customized manner. We ensure the family’s wealth strategy stays aligned with the family’s shared values, goals, and long-term vision.
With Krilogy Family Office, you have a trusted partner who is fully invested in your family’s success – today and for generations to come.
Family Office Services
Wealth Management and Strategy – Comprehensive balance sheet management, customized financial plans, and ongoing implementation.
Investment Advisory Services – Investment strategies, asset allocation, and portfolio management aligned with your risk tolerance and values.
Tax Planning and Compliance – Tax consulting, tax-aware investing, and coordination of tax compliance.
Cash Flow Management – Ongoing oversight of cash needs, modeling, and resources to optimize cash flow and liquidity.
Estate and Trust Planning – Coordination of estate and trust structures, development of wealth transfer objectives, implementation and ongoing management.
Financial and Performance Reporting – Consolidated reporting across all family assets.
Insurance and Risk Management – Management of life, property and casualty, and other liability insurance requirements.
Legal Advisory – Coordination of legal needs and structure implementation.
Banking and Finance – Provide support related to banking/liquidity needs, coordinate lending process and lending sources.
Lifestyle Services – Assist in finding resources for various service needs of the family.
Family Education and Governance – Preparation of generations through financial education, decision-making structure, and leadership development.
Philanthropy Management – Creation and management of charitable strategies aligned with your objectives and values.
Our Family Office Team
