Your Goals
Our Expertise
Custom Solutions

Wealth Management for You

At KRM, we reject the one-size-fits-all approach to wealth management. Every portfolio we create is custom-built around your unique circumstances and objectives. Unlike firms that outsource critical components, we maintain complete oversight of your wealth strategy, ensuring truly holistic planning that considers every aspect of your financial life.

Limited By Design

We intentionally limit our practice to no more than 50 families, allowing us to deliver an unprecedented level of personalized service. This exclusivity enables us to dive deep into each family's unique circumstances, considering not just financial metrics, but the complete family dynamic in every decision we make.

Services

WEALTH MANAGEMENT

Comprehensive oversight of your complete financial picture, integrating all aspects of your wealth strategy.

WEALTH TRANSITION

Strategic planning for generational wealth transfer and family legacy preservation.

LIQUIDITY PLANNING

Custom solutions for complex liquidity needs, from business sales to retirement distributions.

LONG-TERM PLANNING

Forward-thinking strategies that align your wealth with your family's future objectives.

How We Work With Our Clients

  • Connect

    Connect

    Building relationships starts with understanding who you are, not what you own. Our first meeting is about your story, not business.

  • Assess

    Assess

    We determine mutual fit through candid conversations about your needs and our capabilities. No sales pitch—just honest dialogue.

  • Design

    Design

    We create a fully customized wealth management strategy tailored to your unique circumstances and goals.

  • Implement

    Implement

    We provide ongoing, active support and adjustment of your strategy as your needs evolve. Nothing is "set and forget."

Responsive Partnership

Our clients choose us for our unwavering commitment to accessibility and service. With an average client relationship spanning over 10 years, we maintain weekly communication and provide rapid responses to urgent needs—even after hours. This level of dedication is only possible because we deliberately maintain a select client base.