Kerr Family Office clients by definition have wealth that will last for multiple generations.  What this means in terms of asset value can be different for different families but in general Family Office clients would have between $20 million and $500 million in investment assets.

With respect to investment management clients for Kerr Financial Advisors, our usual minimums are $2 to 20 million in assets but we have created some pooled solutions whereby we can provide our best sub advisors to clients at lower portfolio levels.

In terms of our other services, there is no specific minimum – as long as clients see value in the advice then we are happy to work together.