Who We Serve

High Net Worth Families

Your family’s trusted partner in the pursuit of a legacy of financial stewardship

Your family’s needs vary greatly depending on the family structure, the source of wealth, family values, and long-term vision. This complexity requires careful consideration and management of various investment, estate, and philanthropic endeavors.

You need a firm that understands you, is there to serve you, and seeks to protect you. And, you need your trusted financial advisor to guide you confidentially and respectfully while accessing best-of-breed service providers and investments. We help families effectively manage complex estates by providing trusted leadership across investment, tax management, philanthropic, and estate endeavors.

Entrepreneurs & Owners

Helping you harmonize your personal and business goals to maximize your financial stewardship

As an entrepreneur or owner, your time is limited and your decisions impact not only your business but your family and personal goals. Much of your personal wealth may be tied up in your business and you may find yourself seeking a balance among business growth, the pursuit of personal aspirations, and protection of your family’s lifestyle and values.

We serve as a trusted advisor to protect you and your family from the risks associated with your business. We partner with you to create and implement a plan focusing on risk management, simplification, tax efficiency, and goal achievement.

We seek to help you align the success of your business and the success of your family so that you can best bless the many people who depend on you.

Retirees

Journeying with you in retirement to help you achieve your goals and make wise financial and legacy decisions

Retirement can be a challenging time as you balance your retirement resources against your lifetime goals and aspirations. Continual changes in family and life circumstances, tax laws, and financial markets create challenges for even the best of plans.

We’ll work with you to develop a plan and strategy that addresses your needs and goals, and provides you with a sense of peace and confidence in this new life stage.

Kings Path’s relational client service approach keeps us by your side through this journey, continually assisting you with critical decisions and financial and estate oversight.

Industry Professionals

Helping you prioritize, simplify, and implement goals across an ever-changing landscape

As a professional, you are busy with both home life and work life – each becoming increasingly more complex and more difficult to manage. With many changing demands and competing financial goals, you need timely service from a partner you trust - someone who knows you and can anticipate your varying needs.

We provide fiduciary financial, investment, and estate consulting to help career professionals prioritize, simplify and implement goals across an ever-changing landscape.

We work with professionals in oil & gas, healthcare, finance, engineering, technology, and more to evaluate the myriad of opportunities available and make wise financial decisions that benefit their families and careers for years to come.