Wealth Management

KLS Overview

Trust & Estate Planning

  • Multi-Generational Planning
  • Gifting Strategies
  • Philanthropic Planning
  • Revocable, Life Insurance, and Inter-Vivos Trusts
  • Specialty Trusts
  • Wills

Investment Management

  • Customized Portfolio Construction & Asset Allocation
  • Open Architecture Platform
  • Alternative Asset Classes
  • Liquid & Non-Liquid Asset Management
  • Retirement Plan Selection & Asset Allocations (401K, HR10)
  • Traditional & Roth IRAs
  • Education Funding Vehicles
  • Private Investments
  • Consolidated Reporting & Administration
  • Capital Markets & Global Economic Research

Tax Strategy

  • Trust & Estate Tax Strategies
  • State & Local Income Tax Mitigation
  • Transaction Analysis
  • Tax Law Changes
  • Review of Tax Returns
  • Tax Compliance

Insurance Advisory

  • Life Insurance
  • Disability Insurance
  • Property & Casualty Insurance
  • General Liability Insurance
  • Long Term Care Insurance
  • Bespoke Solutions

Financial Planning

  • Cash Flow Projections & Analysis
  • Savings Targets & Achievement
  • Retirement Planning
  • IRA Distribution Strategies
  • Corporate Benefits Analysis & Pension Elections
  • Home Purchase Decisions & Mortgage Selection
  • Liability / Debt Restructuring & Management
  • Change of Employment / Contract Negotiation
  • Prenuptial Agreements / Marital Dissolution
  • Business / Substantial Asset Acquisitions
  • Negotiated Investments
  • Charitable Giving

Family Office Services

  • Family Governance & Next Generation Education
  • Outsourced CIO Services
  • Direct Deal Flow
  • Industry Expert Network Access
  • Cybersecurity & Privacy Risk Management
  • Operations, Vendor & Staffing Advisory
  • Peer-to-Peer Community & Events
  • Primary Research

Specialty Banking & Trust Services

  • Specialty Cash & Liquidity Management
  • Alternative Lending Solutions
  • Corporate Trustee & Estate Administration
  • Foreign Exchange Services
  • Customized Terms and Rates
Estate Planning

Senior Managing Director Gary Sica discusses Estate Planning at KLS

Retirement Planning

Senior Managing Director Alan Brod discusses Retirement Planning at KLS

Estate Planning

Senior Managing Director Arty Langhaus discusses Tax Planning at KLS