Objective perspective
An objective, non-family perspective on financial and non-financial decisions, guided by your family’s mission and a clear governance structure.
Our Services
Family Office
We offer multigenerational wealth management services for families with complex wealth, delivered with the depth, attention, and frequency your family requires, and built around what matters most to you.
One team for your
entire family
As your wealth and planning needs increase in complexity, so does your need for Family Office services. Krilogy Family Office is a multi-family office that brings your family’s financial and non-financial capital together under one dedicated team, serving as a trusted partner for your family as a whole and for each individual family member.
Bridge between generations
Connecting family units and the family as a whole through open communication, with education and preparation for every generation.
Continuity of knowledge
Continuity through intentional planning so institutional knowledge never depends on one or two individuals.
The role of your
family office
A Family Office does more than manage investments. It supports the full range of day-to-day activities while helping set and carry out your family’s long-term strategy. Your Krilogy Family Office team provides broad experience gained from working with other families of complex wealth and specialists across the country.
Wealth Strategy and
Implementation Services
Comprehensive balance sheet management, customized financial plans, and ongoing implementation.
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Financial Planning and Balance Sheet
Ongoing modeling and management of your family’s complete financial plan and balance sheet, with analysis and projections behind every decision.
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Estate Planning and Wealth Transfer
Multigenerational estate planning leadership, execution, and ongoing administration, including wealth transfer modeling as your situation and the law evolve.
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Tax Planning Strategies
Proactive consultation, projections, and minimization strategies, regularly monitored or in advance of major events and reviewed as circumstances change.
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Tax Coordination and Compliance
Close coordination with your tax preparers, from gathering information through extensions and filing, ensuring ongoing communication and timely execution.
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Banking, Lending, and Cash Oversight
Ongoing liquidity management and money movement, plus oversight of lending needs, debt covenant compliance, and interest rate exposure.
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Business Transition and Exit Planning
Advance strategy and planning for positioning, selling, or transitioning a business with a lens of your overall financial needs and desired outcomes.
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Insurance and Risk Management
Review of life, disability, health, and property and casualty coverage, alongside broader asset protection strategies.
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Legal and Entity Management
Coordination with your legal team on entity structure, compliance, personal, business, and estate matters.
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Day-to-Day Financial Operations
Oversight of bill pay, accounting, partnerships, and the everyday details of your family’s financial life.
Investment Advisory
Services
Investments matched to your family’s goals, managed through every market cycle, including public and curated private market opportunities.
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Purpose, Policy, and Asset Allocation
A clear framework for identifying purpose, policy, and target allocation for each family member or entity's portfolio.
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Ongoing Portfolio Management
Manager selection, liquidity planning, rebalancing, and trade execution, managed on an ongoing basis.
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Public and Private Market Solutions
Institutional investment solutions spanning active and passive strategies, public markets, and private market opportunities.
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Investment Review and Oversight
Regular review of existing investments against your strategy and investment policy, with ongoing monitoring of new opportunities.
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Consolidated Performance Reporting
Consolidated reporting across custodians and asset classes, including public and private market holdings, at both the family and family-unit level.
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Entire Balance Sheet View
A single, consolidated view of your family’s full balance sheet, so every decision contemplates the complete picture.
Family Stewardship
and Learning Services
Bring clarity and intention to family culture and wealth stewardship.
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Family Objectives and Vision
Assessment and articulation of your family’s shared purpose, vision, and values, reviewed and refined as your family evolves.
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Family Dynamics
Facilitation and leadership of family dynamics and meetings, so each member is engaged, and every meeting moves your family forward.
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Communication and Collaboration
An assessment of how your family communicates today, with resources to strengthen collaboration across family units and generations.
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Learning and Education
Education and resources tailored to each family member’s needs, connected to your family’s broader wealth journey.
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Preparation of All Generations
Targeted preparation for all family members, heirs, fiduciaries, and future family representatives.
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Philanthropy and Impact
Development of your family's philanthropic objectives and a long-term strategy for giving and impact, along with implementation and measurement.
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Family Governance
Structure and process for family decision-making, including a clear path for the next generation's participation.
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Non-Financial Capital
Attention to all of the families capital, including relational, intellectual, social, and human capital that shapes your family's legacy, alongside its financial capital.
Wealth Mapping
A plan built around you
Our Wealth Mapping process starts with you at the center. We build a custom plan around your goals and evolve with you to meet your changing needs.
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1
Discover
We work with you. Starting by sitting down and talking about your goals.
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2
Identify
Identify your goals based on where you are today and where you want to be in the future.
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3
Analyze
Gather and analyze your information to develop a custom and comprehensive plan.
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4
Develop
Develop your custom bespoke financial plan to create clarity for the future.
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5
Present
Present your plan with our specialized advice to move you forward.
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6
Implement
Start implementing your wealth plan on your timeline to achieve your goals.
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7
Manage
We regularly review your plan, your investments, and connect based on your needs.
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8
Evolve
As your goals evolve, we guide you through every important financial decision.
Wealth Mapping
Explore your custom plan
Discover how our integrated Wealth Mapping approach brings every part of your financial life together into one clear blueprint, helping you accomplish more.
Family Office insights
Perspectives on the investment planning, wealth strategies, and family decisions that come with complex, multigenerational wealth.
SEP 28, 2026
3 MIN READ
3 MIN READ
Market Commentary
Weekly Market Recap | September 28, 2026
Week in Review Equity Markets US stock markets were up across the board amidst a continued focus on energy markets and an emphasis on geopolitical developments. The S&P 500 Index recognized a gain of 1.23%. Concurrently, the Dow Jones Industrial Average rose by 0.28% while the Nasdaq shot up by 2.07%.1 The Forward 12-Month Price/Equity […]
SEP 22, 2026
3 MIN READ
3 MIN READ
Market Commentary
Weekly Market Recap | September 21, 2026
Week in Review Equity Markets The broader stock markets were mixed last week, with the S&P 500 delivering a negligible loss of (-0.06%). And while the Nasdaq marketplace generated a positive return of (0.73%) last week, the Dow Jones Industrial Average gave up (-1.65%), its worst weekly performance since last March.1 The Forward 12-Month Price/Earnings […]
SEP 14, 2026
3 MIN READ
3 MIN READ
Market Commentary
Weekly Market Recap | September 14, 2026
Week in Review Equity Markets US markets retracted last week following the Labor Day weekend. The S&P 500 came down (-0.78%); while the index was positive on Friday, it posted down days the rest of last week. Meanwhile, the Dow Jones Industrial Average gave up (-1.56%), the Nasdaq surrendered (-0.64%), and the small cap stocks […]