Make one phone call and it’s handled. You don’t need to fill out any paperwork, we’ll do it for you. You don’t need to create any accounts, we’ll do it for you. Sign on the dotted line and it’s done. That’s the level of service we provide.
Our clients are shocked after they see that we really do handle everything. We don’t just advise you, like other “financial managers,” we actually do the work, so you can sleep soundly at night knowing that everything is being done to optimize your finances so you have more time to live your life.
A family office is a dedicated financial staff that takes care of everything for you. We provide this level of service to successful individuals who may not have the time or desire to set up a team of professionals. We play the CFO role for your family, identify inefficiencies and opportunities, all the things a CFO would do for you.
When you have a financial question, simply pick up the phone and call. We’ll help you make the most of your money at every stage of life.
Request A ConversationMaximizing your assets can sometimes require somewhat esoteric and complicated strategies. We understand these strategies and help navigate these opportunities for our clients. When you work with us, you get access to strategies used by seasoned investors so you can see your portfolio grow day in and day out. Sure, you can put your monies in an Index or ETF fund for an extremely low fee. But do you know how to use other vehicles like your own insurance company or real estate to get tax credits? We go beyond the bas
Use your own assets to cut out the banking system. This means you pay much lower interest rates and less fees. Knowing how and when to use your own assets to finance large purchases in your life is one of the best ways to make your money work for you. When you have a large purchase coming up, such as a home, vacation home, or toy, we help you decide how to make this happen. Family offices remove an enormous piece of the banking system, in order to maximize returns. We help our clients do this.
Conservational easements have been in vogue for the past few years. Qualified investors can buy undeveloped land and get plans made to develop that land. However, the government wants to stop development in certain areas of the country, and they have a budget to slow down this development. Imagine getting a 5 million dollar tax deduction that cost you just 1.5 million dollars, and you get to protect the environment from actually being developed.
Opportunity Zones let investors reduce and postpone taxes on profits from stocks, businesses and investment partnerships, as long as the money is reinvested in one of the 8,700 economically distressed communities across America. Investors can take long term capital gains from other assets and park them in these areas to defer paying tax. Investors can also avoid tax on future profits from those investments, on which they must make "substantial improvements."
Business exit planning is the creation and execution of an intelligent strategy that allows owners to exit their business, on their terms, for the amount of money they desire. We unlock your company’s potential and elevate your understanding of the numerous ways that businesses transition. Kilter Group strives to produce solutions that minimize taxes and make the process as smooth as possible, every step of the way. This comprehensive process involves the efforts of several disciplines as we focus on the goals and lifestyle ambitions of the business owner.
We help clients create captive insurance companies. We can help you protect against business risks that no one will insure against, and in many cases, reduce taxable income significantly. So you're simultaneously reducing your business risk while profiting when those perils do not pan out. When this happens you can take those profits in the form of a tax preferred dividend, reducing your taxable income. These are the types of strategies you get when you work with Kilter Group.
Meet your new financial management team. We are a collective of distinguished, passionate, and principled financial strategists and client-obsessed operations professionals. Together, we mastermind and organize your entire financial life. We work with professionals spanning diverse industries, to ensure they reach their full financial potential through a bespoke approach to wealth optimization. And when you allow Kilter Group to manage your finances, you get plugged into a network of like-minded, growth-oriented people. We make introductions of all kinds, all the time. It’s just another reason to choose Kilter Group.
The first step is to have a discussion to see if there is mutual alignment.
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