Global Advisory.
Global Independent Advisory.
We have the coverage and resource of the largest integrated banks while delivering tailored, expert advice, investing time in understanding our clients and building long-term, trusted relationships that look beyond any single transaction.
We strive to keep you well informed with transparent reporting, not overwhelm you with information.
Family Office Chart
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.”
