CLIENT EXPERIENCE

From $5M to Generational Enterprise

As wealth grows, so does complexity. K|H Private Wealth architects scalable systems that evolve with you. From sophisticated portfolio management to complete family enterprise design, each level reflects the coordination, customization, and governance appropriate to your family’s financial scale.

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Who We Serve

Playbook Families ($5M–$15M)

Guided Family Office

Family-office sophistication in a flexible, guided framework designed for clarity and growth.

Typical Engagement: 0.75% AUM + annual retainer ($25K–$40K)

Strategic Families ($15M–$50M)

Private CIO

Direct CIO engagement and portfolio intelligence built for multi-generational alignment and purpose.

Typical Engagement: 0.50% AUM + annual retainer ($100K–$200K)

Institutional Families ($50M–$100M)

Family Capital Office

A dedicated capital office coordinating investments, liquidity, and governance with institutional discipline and family flexibility.

Typical Engagement: Annual retainer ($250K–$500K)

Legacy Families ($100M+)

Private Family Enterprise

Bespoke enterprise architecture integrating investment, operating, and philanthropic entities at institutional scale.

Typical Engagement: Custom enterprise retainer

What Enhances the K|H Client Experience

Custom Reporting, Built Around Your Family

Every family structures wealth differently, whether through trusts, LLCs, operating companies, portfolios, or partners. Our reporting is fully customizable, allowing you to choose exactly what you see, how it’s organized, and how often it’s delivered. Your dashboard reflects your world, not a generic template.

A Seamless Technology & Planning Experience

Powered by Indivisible’s fully integrated platform, K|H Private Wealth brings together industry-leading capabilities for planning, reporting, estate coordination, insurance evaluation, and private-market access to deliver a unified experience that supports every dimension of a family’s financial life.

Exclusive Institutional Lending Access

Clients access competitive lending options across a broad network of more than 60 banks, including securities-based and specialty financing, strengthened by our leading Family Office Services team.

Specialist Collaboration

We coordinate directly with your CPA, estate attorney, and other specialists—along with our vetted partners when needed, so strategies stay aligned, decisions move faster, and communication stays streamlined and effortless on your end.

“We build coordinated systems that grow with you.”

Ready to Elevate Your Wealth Architecture?

We’ll assess your complexity and place you at the right level, then scale as you grow.

Investment Note: All ranges reflect investable assets and exclude operating businesses and illiquid holdings. Fee structures are indicative and customized based on family complexity, entity structure, and service scope.