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

GUIDE TO THE 2020 ELECTIONS

How can the November elections affect portfolios? This is a question on many people’s minds. Certainly elections have economic and investment implications, but we think it’s important to keep perspective amid the political rhetoric. We favor reviewing tax planning strategies beofre year-end, and taking the time to prepare for the investment opportunities that may present themselves after the elections.

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.

2020_Election_Insights

THE 2020 ELECTION

Stay up-to-date on the election news—and its implications for your individual tax, estate, and investment planning. Check here for our latest insights.

Investment Strategy

INVESTOR GUIDANCE

The recession and COVID-19 has created a multi-phase opportunity set for alternative investments over the next one to three years globally.

LET'S START A CONVERSATION

Stephen Pendleton

CONTACT US

Connect with us at anytime. We look forward to learning more about your goals, values, and priorities and demonstrating how we can help you achieve your vision.

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  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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