Significant wealth requires a shared purpose to unite generations and direct financial and non-financial decisions. We guide our Horizon families through a collaborative process that builds clarity and consensus around their challenges, opportunities, and intentions. With this purpose in place, we then help families design and drive a unique plan of their own.
Multi-generational wealth demands capabilities to ensure that all generations are well-served throughout the design process. Keel Point Horizon offers both the depth and breadth of experience to make certain that the many facets of a family’s worth are thoughtfully considered, and that every plan and action is aligned with the family’s purpose.
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.
Guidance on Giving
Giving to people, organizations and issues that are near and dear to one’s heart can reap a return well in excess of the money invested. Keel Point can help create new giving platforms, paired with existing opportunities, aligning with a family’s intentions to realize the most meaningful impact.
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. Keel Point Horizon offers a wide range of financial and non-financial capabilities tailored to meet a family’s unique needs across multiple generations.