FAMILY OFFICE


Guiding Your Legacy: Your Trusted Family Office Partner


FINANCIAL REPORTING & BILL PAY

INVESTMENT ADVISORY MANAGEMENT

RISK MANAGEMENT

ESTATE PLANNING & WEALTH TRANSFER

PHILANTHROPY

RETIREMENT PLANNING

BOOKKEEPING & PAYROLL

BUSINESS CONSULTING

FAMILY GOVERNANCE & EDUCATION

TAX COMPLIANCE

Your family’s financial future


Our Expertise


TKG’s family office services encompass a wide spectrum of financial activities, including bill pay, investment management, estate planning, tax optimization, insurance oversight and lifestyle support. As your fiduciary we are your centralized hub for managing your family's financial affairs, enabling efficient decision-making, asset protection, and the preservation of wealth for current and future generations.

Our highly skilled financial professionals and investment advisors work closely with families to create customized strategies that align with their financial goals and risk tolerance. These strategies encompass asset allocation, portfolio diversification, alternative investments, and philanthropic initiatives. We also provide exclusive investment opportunities, ensuring that clients have access to a wide range of investment options while carefully managing risk and optimizing returns.