Kin Alliance will help you navigate the challenges that come with wealth including:
- Wealth management
- Tax and estate planning
- Business succession issues
- Setting and funding philanthropic goals
Integrated, holistic and with only your family’s interests at heart.
We work together with the appropriate advisers, at the same table, to create a seamless approach facilitated through well-defined governance, structure and processes.
Benefits of a Virtual Family Office:
1| Experience and competency: continue to harness the experience and competencies of the long-established relationships with the professional that surround you.
2| Variable Cost Structure: avoid the costs of setting up your own Single-Family Office or participating in a Multi-Family Office.
3| Objective advice: avoid any of the conflicts that might arise from using the services of a commercial family office and ensure a purely objective set of solutions to address your specific need.
4| Integrated advice: eliminate planning gaps or oversights through the collaborative efforts of your advisors.
5| Confidence and comfort: achieve the peace of mind which only comes from knowing that there is a formal governance structure and set of processes in place to ensure that all the family’s stewardship needs are being met in an appropriate manner.