Our Services
Wealth Stewardship
Precision, purpose, prosperity.
At The Kagan Family, we recognize that meaningful wealth carries both opportunity and obligation. True prosperity encompasses not only growth, but the thoughtful preservation and responsible deployment of resources across generations.
The Kagan Family provides sophisticated wealth stewardship across a spectrum of client circumstances. We collaborate with premier tax strategists, investment specialists, and legal counsel to create an integrated approach for families of distinction, entrepreneurs, and institutional investors.
Core Services
Strategic opportunity identification
Transaction orchestration
Business strategy development
Tax and accounting coordination
Generational transition planning
Governance architecture
Investment Strategy
Discerning opportunities, delivering results.
The Kagan Family has cultivated specialized expertise in identifying, structuring, and executing exceptional investment opportunities in tangible assets including prime real estate, essential infrastructure, and select private enterprises, each evaluated on individual merit.
Our established relationships with institutional capital sources provide our clients access to compelling opportunities typically beyond the reach of individual investors. We present a carefully curated selection of investments across diverse sectors and structures, each precisely aligned with specific client parameters and objectives.
Core Services
Asset allocation
Manager selection
Opportunity sourcing
Transaction structuring
Implementation oversight
Comprehensive due diligence
Family Harmony
Uniting generations, preserving values.
The architecture of family governance often represents the critical yet overlooked foundation for successful wealth transition. The Kagan Family guides families in establishing resilient governance frameworks that nurture harmony, facilitate effective decision-making, and ensure the successful stewardship of wealth across generations.
We appreciate the unique dynamics, values, and aspirations that define each family. Our approach to governance is collaborative rather than prescriptive, working alongside families to design and implement structures that authentically reflect their particular circumstances and objectives.
Core Services
Family constitution crafting
Council formation and guidance
Rising generation preparation
Family assembly facilitation
Legacy Design
Securing tomorrow, honoring today.
Legacy design encompasses the thoughtful architecture that ensures each client’s wealth, values, and vision endure meaningfully through time. The Kagan Family approaches legacy planning holistically, addressing both financial structures and the deeper purpose that gives those structures meaning.
We believe effective legacy design requires an integrated perspective that harmonizes estate planning, tax considerations, philanthropic intentions, and family principles. Our methodology emphasizes collaboration with your existing advisors to create a cohesive and comprehensive strategy aligned with your deepest aspirations.
Core Services
Estate coordination
Philanthropic architecture
Tax efficiency planning
Succession framework development
