Individuals & Families

Private Wealth Management

It’s all about you. You’ve worked hard to get where you are, and guarding those assets is a responsibility that we take very seriously. Your KIM Relationship Manager will gain a comprehensive understanding of your financial being so we can manage your portfolio based on income needs, risk tolerance, and tax considerations.

Educating the Next Generation

We welcome the opportunity to work with you and your family members, including assisting with wealth transfer strategies.

Protecting Your Family’s Capital

Have a family office? At KIM, we understand the importance and complexities of single-family office (SFO) and multi-family office (MFO) investments.