Specialized Planning
Members of the K&C team have a North American reputation for a personal approach to legacy and succession planning and philanthropy management.
The Missing Link
There are three critical things that the K&C founders identified as missing from the family advising landscape:
1
A consistent model for legacy, succession and transition planning that looks at technical solutions alongside the family, community and business systems
2
Easily accessible resources for technical advisors in the area of social finance, impact investing, strategic philanthropy and inter-generational wealth transfer management
3
An integrated solution that allows for entrepreneurial families to take this mindset to their social objectives
Experience and Reputation
For almost three decades, we have perfected the philanthropic advising model and have developed tools and resources for advisors that have been integrated in academic settings, business settings and within family systems.
With a unique appreciation of the intricacies of wealth and Next Generation (NextGen) transition management, Indigenous Grant-Making, Corporate Philanthropy and Family Enterprises; we understand both the subtlety and the complexity of the lives lead by our clients.
