- Access to a personalized dedicated team of multi-disciplinary professionals
- Objective financial advice and access to all investment managers (not pre conceived solutions)
- Confidentiality and discretion
- Administration of family financial affairs made easy from one location, including storage of confidential documents
- Integration of tax, investment and estate planning strategies to optimize family results
- Peace of mind that all compliance needs are taken care of and opportunities are not being missed
- Access to best practices based on our experience with other successful families like yours
- Experience and sensitivity to ways families can truly sustain their wealth (family education, governance, succession planning, articulation of values and helping you consider the purpose of the family wealth)
How can my family benefit from the Kerr Family Office model
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About Kerr
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.
