Welcome to Keystone Private Wealth
We are a family-focused, privately owned, boutique wealth advisory firm serving select families, family offices, foundations, and endowments as both a multi-family office and chief investment officer.
Merriam-Webster defines 'Stewardship' as "the conducting, supervising, or managing of something; especially: the careful and responsible management of something entrusted to one's care." At Keystone Private Wealth, we serve families and institutions from various backgrounds and life experiences who come to us actively seeking a way to effectively steward their wealth across multiple generations. Based on our decades of experience, we fully appreciate and comprehend the hard work that is required to create and oversee complex wealth. We partner with you to truly listen and define your vision and legacy to craft a specifically designed plan for your family. This enables wealth and legacy conversations to move from the individual to the collective, fostering alignment across generations around your family's vision and values.
“It requires a great deal of boldness and a great deal of caution to make a great fortune; and when you have got it, it requires ten times as much wit to keep it.”
Victor Rothschild, 3rd Baron de Rothschild
Families of affluence encounter incredible complexity, and our work begins with helping clients navigate these complexities through thoughtful planning and coordinated advice. As technology advances become more pervasive, the rate at which life becomes increasingly complex continues to accelerate. In many ways, these advances enable our lives for the better, however, as wealth accumulation rises, the level of complexity each high-net-worth family faces grows exponentially. At Keystone Private Wealth, we work exclusively with families and institutions to combat this rising complexity in three specific ways:
Executing the Day to Day
Families of affluence encounter incredible complexity. As wealth accumulates, the level of complexity each high-net-worth family faces grows exponentially. At Keystone, we proactively act on your behalf to oversee the day-to-day tasks of managing the complexities of wealth and family, so you remain informed and in control. These tasks include:
- Overseeing Cash Flow and Disbursements from designed wealth planning structure
- Ensure ongoing family engagement aligned with your values to support your desired wealth and family governance
- Oversight of investment managers through our investment committee. Selecting, executing, and monitoring investment managers to ensure continued alignment with family values and risk/return parameters
- Customized reporting, tailored to each individual and family’s desired view of their wealth
- As your Chief Financial Officer, we are proactively engaging with the entire established advisory team, so you can focus on what truly matters
- Consistently monitor the designed wealth plan and re-evaluate the plan for possible changes should economic, fiscal, or market conditions shift to the point of detriment of the plan
