No. Family offices are all very different and customized to each family’s unique situation. The services are personalized based on the family’s objectives and needs in order to provide services and education which meet the family’s long term values, goals and objectives. Kerr Family Office services are customized during the Family Discovery Process and updated regularly to meet the diverse needs of the families we serve.
Kerr Financial Group was formed in 1979 for the purpose of assisting individuals to maximize their personal financial resources, alleviate their financial and retirement concerns and simplify the administration of their affairs.