“I partner with families to make well-informed decisions about their entire balance sheet. In addition to presenting value-added opportunities, I help to streamline financial affairs, manage risk, and minimize taxes and fees.”
INTRODUCTION
As a founder/owner/CEO myself, I serve as a thought partner for my clients who are business leaders and executives.
For more than 20 years, Kimberly has delivered integrated family office services, allowing her clients to benefit from the “total balance sheet” approach that the country’s largest families use to successfully manage their wealth. Going beyond investments, Kimberly’s work incorporates financial planning, wealth transfer, tax liability, debt management, and philanthropic considerations as well as the intricacies of family dynamics.
FOCUS AREAS:
- Complex client situations: We work with clients who have earned wealth and multi-generational intent
- Life transitions: Using our proprietary Money Milestones framework, we dynamically adjust strategies based on key events, like selling a part or all of a business
- Investment strategy: We understand alternative investments (namely, private equity, private real estate, venture capital, and angel investments), and impact investing portfolios that align investments with client values
Get in touch
In the Media
Tactics for Building Connections With Clients’ Kids
WealthManagement.com
On the Road in Boston: RIAs get futuristic
CityWire.com
Past Speaking Engagements
Harvard Business School
Crafting Your Life: the Tactics and Practices of the First 10 Years Post MBA – Focus on Personal Finance
Private Wealth Management Summit
Is There An Effective Office in Your Family Office?
Brit+ Co’s Self Made Bootcamp
Personal Finance for EntrepreneursIs There An Effective Office in Your Family Office?
How Women Lead
Finance/Banking Affinity Group
WHY WE’RE DIFFERENT
See how AdvicePeriod is reinventing wealth management
Grounded in robust planning
While we don’t claim to be smarter than everyone else, we’re certain we have a better approach, delivering actionable insights that make a difference now and in the long run.
Fueled by unique expertise
The way we see it, there’s a lot more to managing wealth than just managing investments. That’s why our experts focus on helping you keep more of your wealth over time.
Marked by full access and transparency
There’s no waiting around for a quarterly meeting. We’re always here for you. And we make it easy for you to see any or all your account information whenever you want.
Lead by industry mavericks
We have a long history of disruption, doing things in a way that rocks our industry. And it’s all done to improve the lives of those who rely on our advice.
