Welcome to The Kagan Family
At The Kagan Family, we are committed to preserving and growing generational wealth while simplifying the increasingly complex financial decisions that accompany expanding portfolios. Approaching each relationship with reverence for the responsibility entrusted to us, our firm embodies the values upon which it was founded: dedication, diligence, and discretion.
Family Values
Dedication
We are devoted to advancing our clients’ objectives, committing our expertise and resources to their success.
Diligence
Managing multigenerational wealth requires persistence, attention to detail, and unwavering care.
Discretion
We safeguard our clients’ privacy with the utmost commitment to confidentiality, building the trust essential for effective relationships.
Boutique in Size, Global in Scope
The Kagan Family has cultivated relationships with leading families, institutions, and advisors across North America, Europe and beyond. This enables us to deliver world-class service while maintaining a personal touch. Our guidance has empowered families to participate meaningfully in carefully selected growth opportunities around the world, resulting in over $1B in thoughtfully executed transactions.
Community Engagement
At The Kagan Family, we believe in fostering strong relationships with our community and contributing positively to the city of Boston. Our team is committed to supporting local initiatives and organizations that enhance the quality of life for residents and promote economic growth.
