Solutions • For significant familiesPreserving wealth, passing values
At Konvergent Wealth Partners, we understand that managing significant wealth is about more than numbers—it’s about securing your legacy for future generations, working towards them not only inheriting just your financial resources, but the values and hard work that created them.
Wealth management for families of significant wealth
As a family of ultra-high net worth, your priorities go beyond wealth preservation. You want to leave a legacy that speaks to who you are, how your wealth was built, and what you believe in. Our team specializes in working with families like yours, creating tailored strategies that aim to address your unique needs and values.
Key services for families of significant wealth
Your financial world is complex—but it doesn’t have to be complicated for you. We have decades of experience managing some of the most complex financial needs for families of significant wealth around the world, confidently leading our clients to be highly satisfied with every life transition, liquidity event, and business transaction they encounter.
Optimize your tax outcomes
We know that taxes play a major role in maintaining your wealth. Our comprehensive tax optimization strategies are designed with the goal of maximizing savings and striving for your wealth to work efficiently for you—now and for future generations. Our goal is that every detail is considered, from charitable giving to trusts and estate planning, so you can rest easy knowing your tax liabilities are minimized.
Maximize your business transitions
Your business is more than just an asset—it’s a legacy. Whether you’re transitioning leadership, preparing for a liquidity event, or planning the future of your enterprise, we provide the expertise and guidance to maximize value and ensure the best outcomes. Most business owners are not satisfied with the results of their liquidity events, with only 2.5% highly satisfied. We help you avoid these pitfalls, making sure you achieve your desired outcomes—whether that’s maximizing value, ensuring employee satisfaction, or managing family dynamics through the process.
Orchestrate your advisors’ collaboration
Managing significant wealth requires the coordination of a vast network of professionals—from lawyers and accountants to CFOs and beyond. At Konvergent, we offer expert coordination services to ensure that your entire financial ecosystem works in harmony. Our team collaborates closely with your existing advisors to ensure that every aspect of your financial life is optimized and aligned with your goals.
Create unforgettable life experiences
Managing significant wealth isn’t just about financial strategies—it’s about enjoying the fruits of your labor and creating lasting memories with your family and business partners. At Konvergent Wealth, we go beyond traditional wealth management by offering stellar concierge services that help you coordinate extraordinary experiences designed to bring your loved ones closer and strengthen your business relationships. From intimate family retreats to high-profile business events, we provide the attention to detail and seamless coordination that ensure every aspect of your experience is unforgettable.
You can pass on much more than wealth
Your wealth tells a story—a story of dedication, resilience, and hard work. However, by the third generation, the value of that hard work can sometimes be forgotten. We work with families to help you pass down not only your financial assets but also the story behind how that wealth was created. We help you create a structure that will preserve and communicate your story and values for years to come.
We also understand that family harmony is as important as wealth preservation. Our team helps families avoid conflict and miscommunication by creating clear structures and plans that respect each family member’s role and wishes. We’re here to facilitate discussions that bring families closer together, ensuring that your legacy is not just preserved, but honored by future generations.
You need more than a wealth manager
All that you’ve built requires much more than a semiannual financial review. Our team is dedicated to helping you live a life of significance through proactive leadership that doesn’t wait around for you to check-in. With decades of experience and a commitment to excellence, we provide the guidance you need to navigate life’s most important transitions with confidence, leading you to the life you want.