Family Office Services

Managing family wealth and ensuring that each family member was well taken care of can be a daunting task. As the family grows, so does the complexity of managing their assets and meeting everyone's needs. You need a partner who will navigate the complexities of managing family wealth and ensure that your family’s legacy will be preserved for generations to come.

A family office can provide comprehensive financial management and support tailored to meet your specific needs and goals. With a family office, you can access a wide range of services, from investment management to financial or performance reporting and consulting. Our experienced professionals will help you manage and grow your wealth over the long term. By working with a family office, you will also enjoy the convenience of having all of your financial needs managed in one place, with a dedicated team of professionals committed to providing you with personalized advice and support.

Walter and Keenan Wealth Management Services

What services are included in a Family Office?

Walter & Keenan will work with you to determine the best combination of services to meet your family’s needs. Services can include areas like

  • Investment Management
  • Asset Management
  • Money and Cash Flow Management
  • Financial Planning, Tax Planning and Preparation
  • Trust Services
  • Estate Planning
  • Foundation and Charitable Giving Management
  • Legacy Planning
  • Concierge Services
  • Tangible Asset Management (boats, planes, cars, homes, etc.)
  • Accounting and Bookkeeping Services
  • Consulting

What if I only need help coordinating all my wealth management sources?

With our vast experience working with many of the area’s wealthiest families, you can confidently outsource many of the services required as a result of significant wealth creation. We are capable of acting as a lead for all of your financial endeavors to help you see the full picture.

Whether you are looking to preserve and grow your wealth, plan for your family's future, or give back to your community, a family office can help you achieve your goals and live the life you envision.

Family Partnerships & Family Holding Companies

Our advisors have extensive experience in working with families to manage these structures, and will provide guidance on issues such as governance, tax planning, and succession planning. With a focus on long-term wealth preservation, Walter & Keenan works closely with clients to develop customized strategies that meet their unique needs and goals. The firm also provides ongoing support and monitoring to ensure that family partnerships and holding companies are properly managed and remain in compliance with applicable laws and regulations. With our customized personal approach, Walter & Keenan Wealth Management will be a valuable partner for families looking to protect and grow their wealth through these structures.

Our Approach

We take a customized, personal approach to managing your investments

Plan for Success | Walter and Keenan Wealth Management





We take a comprehensive approach to help you plan for your future. To understand your wealth management needs we listen to what you want to accomplish, analyze your current financial strength and then build a personalized plan to help you reach your long term goals.

Take your financial future to new heights.

Our wealth management advisors can help you with our comprehensive suite of services designed to help you achieve your financial goals. Contact us today and let's start building your financial future.