Strategic Alliances
The Firm has selected and partnered with leading third-party providers of information services and support technology to bring clients responsive, efficient access to information that enables enhanced decision-making.
Customizable investment & portfolio management platform
Advanced reporting and data aggregation solutions
IT & Cybersecurity
Comprehensive financial planning and modeling software
Business and regulatory compliance consultancy
Investors
KDK PWM is fortunate to be supported by a group of Texas families who are also clients of the Firm. They share our goal of creating an ideal financial home and multi-family office offering for themselves and other families like them.
Your Financial Team
We are a strategic financial advisor that coordinates administration across multiple providers, providing confidence that all aspects of your financial life are being managed. Assembling an experienced team of accountants, attorneys, and, if needed, family office professionals is hard. It is even harder to make sure that team is coordinated and communicates well.
We pride ourselves on having built an extensive and diverse network of experienced professionals who we can access as needed to help you accomplish your goals and objectives. We are happy to assist in the creation of, or merely help you build out, a team of high quality professionals who will educate, advise, counsel and execute legal, tax, insurance and bookkeeping needs. If your team of advisors is not integrated, collegial and working together to save you time and money, this might be the first area we should discuss.