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14221 Metcalf Avenue
Suite 201
Overland Park, KS 66223

Phone: 913-685-2300
Toll free: 877-615-2323
Fax: 913-685-2311
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Family Office Services

Families with $5 million or more in investment assets are eligible to receive the following services:

  • facilitate one family meeting annually
  • meet as needed with the family’s estate planning attorney to coordinate estate documents
  • meet as needed with the family’s tax professional
  • provide educational meetings for the second, third or fourth generations in order to prepare them for the transfer of wealth
  • provide monthly bill pay and facilitate the service on your behalf
  • assist with relocation

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.