WHO WE ARE

Kinnear Family Wealth Management is a leading wealth management team offering global investment management and strategic advisory services to ultra-high-net-worth families and individuals.

WHAT WE DO

We employ a consultative approach to create a finely tuned set of solutions that work together to help you achieve your goals, adhere to your values, and potentially unlock new opportunities.

WHO WE SERVE

We serve a select group of multi-generational families, business owners and operators, founders and executives of public companies, private equity and hedge fund professionals and family offices.

Transcript

2020 MIDYEAR OUTLOOK

Investors are living through historic times. The personal, political, and economic fallout from the pandemic may impact portfolios far beyond the present, making adaptability and resilience key investment traits. In the new “2020 Midyear Outlook – Recession, Recovery, and Resilience” report, Wells Fargo Investment Institute examines the contours of change and how investors might adapt over the months and years to come. 

FEATURED INSIGHTS

Wealth Planning Update

WEALTH PLANNING UPDATE

Low interest rates and depressed asset valuations can provide an opportunity to use IRS rate-linked strategies as a part of a wealth transfer plan.

The CARES Act

ELECTIONS 2020

Read election insights and analysis with special emphasis on the tax, spending, regulatory, and trade policy issues that tend to affect investors most.

Investment Strategy

THE BOTTOMING PROCESS

Our strategists provide a three-step guide to bear market investing—how to recognize false signals markets can send as they search for a bottom.

LET'S START A CONVERSATION

Stephen Pendleton

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