Our relationship is based on a clear understanding of what matters to you. Family dynamics and needs can vary and that is why we offer a broad range of services, easily adaptable to fulfill a plan that reflects your specific circumstances.
We provide our core services of Wealth Management and strengthen them with unique services of a Multi-Family Office.
We provide unbiased investment services adapted to your goals and based on needs and market conditions.
Our experience and an advanced reporting system allow for a comprehensive view of your accounts. Our services include: Reporting, Analysis, Oversight, and Recommendations.
We provide support across your investments, including: Account Openings, Cash Management, and Investment Subscriptions.
TAX & ESTATE PLANNING
We take the time to understand your unique situation and upcoming needs in order to better anticipate succession and fiscal issues. We guide you through the process of identifying the type and scope of advisory required and consolidate a team to fulfill your needs.
At Kandor Global, we offer ongoing support to navigate transition times as smoothly as possible. We also provide resources and third-party expertise to generate solid processes.
We provide risk management support by offering educational resources and access to industry practitioners such as life, health, art, property, and casualty insurance.
We provide direct support or offer consultation by an established corporate advisor when there are M&A or capital introduction opportunities.
If you envision a family legacy, we can help identify a cause that aligns with your family’s interests or establish one that responds to your specific needs.