At Knight Family Wealth, our team of experts advise and guide our clients across a diverse portfolio of services and consulting capabilities.
We create comprehensive, goal-based planning for ultra high-net-worth individuals, who own closely held businesses and real estate assets, require complex estate and legacy planning, and who pursue exceptional family office governance.
Our methodologies focus on
HUMAN
DYNAMICS
- Ethics
- Behavioral Finance
- Family Dynamics
Wealth Management
- Tax Planning
- Portfolio Management
- Risk Management & Asset Protection
- Qualified Retirement Plan
- Alternative Investment Strategies
SPECIALTY CLIENT SERVICES
- Planning for Executives
- Planning for Closely Held Business Owners
- Retirement Management
LEGACY
SERVICES
- Charitable Giving & Endowments
- Estate Issues & Wealth Transfer
REAL ESTATE & ALT. INVESTMENTS
- Transaction Oversight
- Financial Modeling
- Due Diligence
FAMILY OFFICE GOVERNANCE
- Compliance
- Patented Blockchain Technology
- Secure Digital Document Storage
OUR CLIENTS
At Knight Family Wealth, we thrive on collaborating with like-minded, growth-focused individuals and families. Together, we can understand the past, transform the present and explore new heights into the future.
We currently provide family office and wealth planning advisory services to a select group of clients with nearly $1bn in net worth. Because of the depth of our relationship and the level of service that we provide, we only take on a select number of new clients each year.
