Institutional discipline. Personal stewardship.
We unite institutional intelligence with personal stewardship, blending data-driven precision with human understanding, so your family can make confident decisions for decades.
We don’t just manage portfolios. We architect ecosystems.
We unify investment management, tax design, and family governance into a cohesive structure, engineered with intention and built for legacy.
Our families access the same institutional strength as the world’s largest investors, delivered with discretion, empathy, and clarity.
One team. One architecture. One flow of intelligence from capital to legacy. We integrate portfolios, entities, tax strategy, and reporting so nothing falls between the cracks. As independent advisors, we select every partner with intentionally, so the entire ecosystem around your family is built, not assigned.
We design strategies for capital to remain resilient across cycles, with tiered liquidity, intelligent credit access, and proactive contingency design to preserve optionality.
Legacy is more than what you leave behind. We help define mission, prepare next generations, and align capital with shared values and enduring purpose.
From Discovery to Legacy: A Five-Stage Architecture
A conversation designed to understand your goals, complexity, and family dynamics. We listen first, ask thoughtful questions, and determine fit.
We gather data, map your current architecture, and identify gaps and opportunities across capital allocation, tax, estate, and risk frameworks.
We present your personalized Wealth Playbook, walk through strategies, and coordinate implementation alongside your legal, tax, and family team.
We align portfolio management, estate structure, and family governance, becoming your single point of strategy execution.
You’ll receive consistent communication, proactive reporting, and annual reviews to ensure every part of your architecture evolves in step with your goals.
Kevin Karrh shares the philosophy behind K|H Private Wealth and the principles that guide our work. This short introduction explains how we help families bring clarity, structure, and purpose to complex wealth.
The Wealth Playbook is more than a plan, it’s a living framework designed exclusively for ultra-high-net-worth families who want to be intentional with their capital, their legacy, and their impact. Rather than offering static advice, The Wealth Playbook evolves alongside your family’s needs, life transitions, and long-term aspirations.
