Our Clients

 

Our clients’ financial concerns have been created by building their businesses and their wealth.   They need to protect their wealth and plan for the future. Their concerns go beyond the management of money to broader issues involving family and business.

 

Most of our clients are also business owners; some started their business years ago while others inherited a family business. They all want to protect their business for their children or to prepare for a new generation of leaders. They turn to us for help to assure the continuity of a company they have spent their lives building. 

 

KAF Wealth Management work as a team with our clients' advisors, including accountants and lawyers.   Together we keep tax, investment, business, family, and estate plans dynamic and responsive to changing needs to help assure lifetime goals are achieved.