What We Manage.
Our Services.
The von Keller & Co. is a single Family office Wealth management practice servicing the needs on of a single high net worth family. We understand the complexities created by significant wealth. As a fiduciary, we’re here to serve, not to sell.
Global Advisory
An impartial and insightful perspective on Strategy and financing advisory.
Asset Management
Innovative, bespoke investment design solutions.
Fund Management
The investment arm of Anemone Investments deploy the firm's capital to invest for longterm growth.
Multi-Generational Family Engagement
How can you build a future that will last for generations? Create a family office to nurture the family legacy.
Wealth Management
A comprehensive range of Wealth Management services available across the globe, with a long-term approach.
Tax Advisory
Family offices face challenges that distinguish them from other entities.
Shipping and Refund Policies
A von Keller & Co. package and documentation is shipped 9-11 business days after payment is received. Sales of packages (including offshore package 1, 2 and the IRA package), corporations and trusts are non-refundable 12 hours after payment has been received. Clients may cancel orders and receive full refunds if cancellations occur within the above specified time parameters. After the specified times have elapsed, no refunds can be given. Management reserves the right to refuse service to anyone.
Creating Relationships Measured in Decades
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01.
Financial Planning
Wealth can be a tricky and multi-layered issue, often leading to complex problems that require careful and strategic solutions.
02.
Portfolio Construction
All of our portfolios are developed as a function of our clients' specific goals and risk tolerances.
03.
Tax & Estate Planning
Investing for legacy means considering the legacy one wishes to leave behind and making investments that align with their personal values and goals.
04.
Partner Coordination
In short, collaborating with your CPA and attorney is an investment in the long-term success of your business.
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.”
