All Posts By

Keel Point

Keel Point Advisor Letter

A Note from Keel Point

By Commentary

I hope this finds you safe and healthy.  I was visiting with someone earlier today and we talked about the challenge of simultaneously being a brave dad, a brave husband, a brave friend, and a brave financial advisor.  These are such surreal times, aren’t they?  Permit me a moment of personal indulgence and then we will get to business. Reflecting back on these last few days and all of the things that have transpired at such dizzying speeds has been incredible to watch.  There is no way to sugarcoat the situation, so I won’t try.  US Businesses are being adversely…

Read More

An Important Notice for Keel Point Clients Regarding Office Status and the COVID-19 Virus

By Keel Point News

As we move forward with the increase impact of COVID-19 (Coronavirus), we at Keel Point feel it is important to continue to update you with our procedures and systems we have in place, so that we may care for you and ensure the health and safety of our employees. To date, we have not received word of any cases of COVID-19 with our employees, or their family members.  However, in an abundance of caution, we have implemented a temporary work from home policy for all of our employees. Should you need to reach out to your wealth advisor please contact…

Read More

Doug Andre joins Keel Point as Family Office Counsel

By Commentary, Keel Point in the News

Keel Point is excited to announce that Douglas Andre, the former tax and estate planning partner at Ivins, Phillips & Barker, has joined the firm’s Vienna, VA Keel Point office as Family Office Counsel. Andre will be responsible for providing technical support to the firm’s family wealth directors and family wealth administrators by collaborating with the team through Keel Point’s family office practice. He will offer legal and tax insights for the team, with a focus on technical tax and estate planning advice for Keel Point’s ultra-high net worth clients. “We are thrilled to welcome Doug to the Keel Point family….

Read More