KCS serves successful individuals, trusts, foundations, partnerships and closely held businesses that are committed to excellence and expect the same from others. Our clients:

• Understand that by managing today’s financial decisions, they can achieve tomorrow’s goals;
• Want to simplify their lives and are willing to enter into a mutually beneficial long-term relationship;
• Are motivated to work directly with professional investment managers and financial planners, not sales representatives;
• Typically have liquid assets of at least $500,000

Although our clients come from a wide range of careers and backgrounds, we have unique expertise in working with:

• Owners of closely held businesses, especially professional practices
• Same-sex couples and other non-traditional families
• Physicians and other healthcare professionals
• Trusts, family partnerships, foundations and endowments.