Kelleher Financial Advisors
Investment Details
Investor Type
Family Office
Asset Class Focus
Equity, Fixed Income, Alternative Investments, Real Estate, Private Equity, Hedge Funds, Commodities, Crypto, ESG and Impact Investing
Stage Focus
Early Stage, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Utilities
- Media
- Retail
- Education
- Agriculture
- Transportation
- Manufacturing
- Biotechnology
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1995
Kelleher Financial Advisors (KFA) is a family office established in 1995, offering a wide range of financial services to high-net-worth individuals and families. Their offerings include investment management, estate planning, tax strategy, and philanthropic advisory services. KFA emphasizes a holistic approach to wealth management, integrating various financial aspects to meet the unique needs of each client.
In 2017, KFA partnered with Starboard Advisors to enhance their wealth management services. This collaboration aims to provide a dedicated family office experience, offering personalized investment strategies, proactive communication, and a deep understanding of client goals. The partnership reflects KFA's commitment to aligning with clients' financial objectives and values.
KFA's investment philosophy centers on comprehensive net worth reporting, special asset class research, fiduciary oversight of family assets, private trustee services, philanthropic management, succession planning, and tax strategy. Their goal is to work with families in a holistic fashion to fully understand their circumstances and advise them on their financial affairs, concerns, needs, and life goals.
Requirements
- High-net-worth individuals and families seeking comprehensive wealth management services
Contact
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Mentioned In
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$49.95
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$14.95
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$19.95
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$19.95
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$24.95
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$95.00
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