Multi-Generational Family Engagement.
Goals and Outcomes.
The von Keller & Co. a Single Family Office was built to respond to the needs of multi-generational families.
Our advisory teams are collaborative, agile and dedicated to excellence. Anemone Investment Family Office advisors are highly skilled in a range of disciplines to provide coordinated solutions to manage:
- Family Office Administration
- Financial Consulting
- Investment Management
- Tax Planning & Compliance
- Estate Planning
- Education for Next Generation
Wealth is a product of your uncompromising dedication, intelligent decision-making, and perseverance. At Anemone Investments Family Office, we believe it should be managed with the attention and care reflective of that effort.
Creating Relationships Measured in Decades
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01.
Financial Planning
Solving Complex Issues Created by Wealth
02.
Portfolio Construction
Portfolio Construction
03.
Tax & Estate Planning
Investing for efficacy and legacy
04.
Partner Coordination
Collaborating with your CPA and attorney
About us.
As an esteemed and trusted financial services provider, von Keller & Co. Family Office takes immense pride in being 100% family-owned. Over the years, we have gained an extensive understanding of the industry and have found that, all too often, other industry players fail to serve their clients truly. Our priority is always our clients’ wellbeing, and we consistently provide them with consultative and advisory services that are genuinely customized to their particular needs and goals.
“While von Keller & Co. manages the assets of the Trust, which funds the Von Keller Foundation, neither von Keller & Co. nor the Trust plays a role in the grantmaking or operations of the foundation. Additionally, the foundation does not control or participate in the Trust’s investment activities. To learn about the foundation’s work, visit its website at von-keller.org. For more information about the foundation’s animal conservation efforts, please visit the same website.”
