Horizon Family Office
From wealth management to guidance on giving, we help clients prepare for what is happening now and what they hope to achieve later.
Horizon Family Office
Keel Point Horizon is for families with substantial, multi-generational wealth in need of a more
Significant wealth requires a shared vision to unite generations and direct financial and non-financial decisions. We guide our Horizon families through a collaborative and transformational process that builds clarity and consensus around their unique challenges, opportunities, and intentions. With this vision in place, we then help families design and drive a unique plan of their own.
Managing a substantial investment portfolio requires a sophisticated, hands-on approach, one that protects principal yet also capitalizes on opportunities for growth in a way that makes sense for each family. Keel Point Horizon will create a unique, world-class investment strategy and continually monitor performance, recalibrating along the way as circumstances dictate.
- Driven by client mission, vision, values, and goals
- Substantial depth of knowledge and leveraged thinking
- Global perspective
- Diversification through use of public, private, traditional and alternative investments
- Tactical recognition of current investment environment
- Team-based investment process
- Investment portfolios reflect client character and realities
Understand client mission, vision, values and goals.
- Desired experience
Market Scenario Evaluations
- Potential Outcomes
- Downside Avoidance
- Reflect changes in life and outlook
- Consider economic and market dynamics
- Re-evaluate managers and strategies
Family Management Services
Significant wealth often means the need for a variety of personalized, specialty services—from the management of non-cash assets to next generation education and mentoring. The Keel Point Horizon Family Office offers a wide range of financial and non-financial capabilities tailored to meet a family’s unique needs across multiple generations.
To be thriving in the here and now isn’t enough. We have to look to our client’s future needs and opportunities.
CEO, Keel Point
We live our values in our families, our communities, and in our workplace where we lead and mentor. We help clients do the same in their worlds.
Founder, Keel Point