Kelleher Financial Advisors
Overview
Kelleher Financial Advisors (KFA) is a family office established in 1995, offering a wide range of financial services to high-net-worth individuals and families. Their offerings include investment management, estate planning, tax strategy, and philanthropic advisory services. KFA emphasizes a holistic approach to wealth management, integrating various financial aspects to meet the unique needs of each client. In 2017, KFA partnered with Starboard Advisors to enhance their wealth management services. This collaboration aims to provide a dedicated family office experience, offering personalized investment strategies, proactive communication, and a deep understanding of client goals. The partnership reflects KFA's commitment to aligning with clients' financial objectives and values. KFA's investment philosophy centers on comprehensive net worth reporting, special asset class research, fiduciary oversight of family assets, private trustee services, philanthropic management, succession planning, and tax strategy. Their goal is to work with families in a holistic fashion to fully understand their circumstances and advise them on their financial affairs, concerns, needs, and life goals.
Investment Focus
- High-net-worth individuals and families seeking comprehensive wealth management services
Reach Kelleher Financial Advisors directly
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Unlock full contacts →Frequently asked questions about Kelleher Financial Advisors
What sectors does Kelleher Financial Advisors invest in?
Kelleher Financial Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Kelleher Financial Advisors is listed as a family office in the ConnectSafely investor database.
What stage does Kelleher Financial Advisors invest at?
Kelleher Financial Advisors backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Kelleher Financial Advisors invest in?
Kelleher Financial Advisors invests across United States.
Who are the partners at Kelleher Financial Advisors?
Team members listed for Kelleher Financial Advisors include Art Goetchius (Chief Executive Officer) and James Miller (Chief Information Officer).
How do I contact Kelleher Financial Advisors?
Kelleher Financial Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
