About KLS

KLS Overview

Founded in 1989, KLS, A Division of Boston Private, is a boutique private wealth manager dedicated to delivering fully-integrated, advanced wealth management and specialty banking solutions to address the complex needs of families with substantial wealth across these discrete areas:

  • Financial Planning & Decision Making
  • Asset Management
  • Estate Planning
  • Tax Mitigation Strategies
  • Trust & Fiduciary Strategic Consulting
  • Philanthropic Planning
  • Family Office Advisory
  • Next Generation Education

Specializing in managing the affairs of Fortune 500 Executives, Wall Street Executives, Entrepreneurs, Senior Law Firm Partners, and Professional Sports and Entertainment figures, KLS has achieved over 90% average client retention annually since our founding.

Consistently recognized as a leading fiduciary registered investment advisor by Barron’s, Financial Times, Forbes, and Financial Advisor Magazine, KLS manages over $6.7 billion in assets as of December 31, 2019.  Headquartered in New York with offices in Los Angeles, we serve clients globally.

Awards

  • Financial Times Top 300 RIAs (2020)
  • Barron’s 100 Best RIA Firms in America (2020 & 2018)
  • Financial Advisor Magazine Top RIA Ranking (2020)

Third-party rankings and recognition from ratings services, or publications, are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client and they are not representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the adviser. Each reprint or e-print has its own unique disclosures related to the criteria and requirements for receiving such award and it is important for clients to understand this when evaluating Boston Private Wealth LLC (BPW) and its associated persons. Read more about award descriptions and criteria.

Although BPW and its advisors do not pay fees for awards or ranking, there are instances where BPW will pay for reprints or advertising after receiving recognition. This represents a conflict of interest for the firm issuing the award or ranking, however, BPW believes the awards and rankings advertised are bona fide.