our services
Kerr Financial is a boutique, fee-only Personal Wealth Management Firm providing all of the financial services your family needs under one roof. Our services include comprehensive Family Office management, Financial Planning, Investment Management (through Kerr Financial Advisors), Accounting & Tax Advisory and Estate Settlement, provided by a diversified staff of professionally designated advisors that work closely together for your family. We combine a broad range of services with deep technical knowledge to provide comprehensive & robust solutions.
Family Office
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Family offices combine private wealth management advisory services with family education & governance to support ultra-high net worth families to create the best financial and non-financial legacy for future generations. Kerr Financial's Family Office specializes in providing customized financial services to clients ranging from business owners to families who have accumulated wealth over many generations.
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Integrated Investment Services
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Kerr Financial's integrated investment management service offers clients the combination of multi manager investment management, financial planning and tax return preparation & planning - all offered from the same team in a way that complements and enhances overall effectiveness.
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Personal Financial Services
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Kerr Financial's personal financial planning services are especially focused on the needs of business owners, professionals, senior executives and high net worth individual investors. These clients share a level of complexity in their financial situations particularly in their tax planning needs and opportunities.
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Resources & Articles
