We help business owners and high-net-worth families create, manage, and preserve wealth across generations
We help business owners, highly compensated professionals, & their families build and preserve their wealth through the creation of their own virtual family office.
Who this is for
If you are a business owner, entrepreneur, or highly compensated professional, then there is a good change you might have some of these challenges:
Over the years you've acquired an accountant, attorney & banker and your financial situation has outgrown them or you are wasting valuable time trying to get them to collaborate with one another.
You don't have a team at all to help manage all aspects of your business and financial life.
You're financial life has grown complex as your net worth & income has increased.
You want to create an estate that protects your family and ensures they will be taken care of and instilled with your closely held values.
You have considered establishing your own, single family office, but discovered it's prohibitively expensive to do so.
How it Works
Single family offices emerged in the 1800s to manage the estates of the world's largest families, such as the Rockefellers. They were designed to offer a centralized solution to manage any and all financial responsibilities a wealthy family would face: business operations, investment management, estate & tax planning, philanthropy, risk management, asset management, and family governance.
Many business owners, entrepreneurs, & their families are not in a financial position to hire & staff a single family office, but require complex solutions to their wealth. For this reason, Kolden Family Wealth Advisory helps our clients establish and run their own virtual family office model to provide a comprehensive and centralized solution to their wealth.
Here is what we focus on:
Goals-Based Planning & Investing: Our approach begins with understanding your unique goals, leading to tailored strategies that focus on tax efficiency and long-term growth.
Tax Strategy & Planning: Proactive and innovative solutions aim to minimize your tax exposure, enhancing the efficiency of your investment portfolio.
Wealth Strategy & Liquidity Planning: We provide a custom roadmap for sophisticated wealth planning, ensuring your financial structures are robust, flexible, and forward-thinking.
Access to Private, Institutional Grade Investments: Kolden Wealth opens doors to curated private market opportunities, allowing you to diversify with confidence in both public and private sectors.
Comprehensive Estate and Philanthropic Planning: Secure your legacy and channel your wealth in ways that reflect your values and passions, with our expert estate planning and philanthropy services.
Family Governance & Education: We believe in the power of informed decisions and unity across generations, offering governance and educational resources to guide your family's wealth journey.
How to learn more
If you are a business owner, entrepreneur, or highly compensated individual, and you want some help create a virtual family office, then schedule a free discovery call with our team.
Schedule a call using the calendar below and we can get to know one another - your business, your situation, your goals and see if working with each other would be a good fit.
Disclaimer: Neither our company nor any of its employees are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. When considering alternative investments, including hedge funds, you should consider various risks including the fact that some alternative investment products: often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as other registered products, can charge high fees, and in many cases the underlying investments are not transparent and are known only to the investment manager. Certain Alternative products may only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933. Investors should carefully consider the investment objectives, risks, charges and expenses of any Alternative products before investing. This and other important information is contained in the prospectus or other related offering memorandum.
We help business owners and high-net-worth families create, manage, and preserve wealth across generations
We help business owners, highly compensated professionals, & their families build and preserve their wealth through the creation of their own virtual family office.
Who this is for
If you are a business owner, entrepreneur, or highly compensated professional, then there is a good change you might have some of these challenges:
Over the years you've acquired an accountant, attorney & banker and your financial situation has outgrown them or you are wasting time trying to get them to collaborate with one another.
You don't have a team at all to help manage all aspects of your business and financial life.
You're financial life has grown complex as your net worth & income has increased.
You want to create an estate that protects your family and ensures they will be taken care of and instilled with your closely held values.
You have considered establishing your own, single family office, but discovered it's prohibitively expensive to do so.
How it Works
Single family offices emerged in the 1800s to manage the estates of the world's largest families, such as the Rockefellers. They were designed to offer a centralized solution to manage any and all financial responsibilities a wealthy family would face: business operations, investment management, estate & tax planning, philanthropy, risk management, asset management, and family governance.
Many business owners, entrepreneurs, & their families are not in a financial position to hire & staff a single family office, but require complex solutions to their wealth.
For this reason, Kolden Family Wealth Advisory helps our clients establish and run their own virtual family office model to provide a comprehensive and centralized solution to their wealth.
Here is what we focus on:
Goals-Based Planning & Investing: Our approach begins with understanding your unique goals, leading to tailored strategies that focus on tax efficiency and long-term growth.
Tax Strategy & Planning: Proactive and innovative solutions aim to minimize your tax exposure, enhancing the efficiency of your investment portfolio.
Wealth Strategy & Liquidity Planning: We provide a custom roadmap for sophisticated wealth planning, ensuring your financial structures are robust, flexible, and forward-thinking.
Access to Private, Institutional Grade Investments: Kolden Wealth opens doors to curated private market opportunities, allowing you to diversify with confidence in both public and private sectors.
Comprehensive Estate and Philanthropic Planning: Secure your legacy and channel your wealth in ways that reflect your values and passions, with our expert estate planning and philanthropy services.
Family Governance & Education: We believe in the power of informed decisions and unity across generations, offering governance and educational resources to guide your family's wealth journey.
How to learn more
If you are a business owner, entrepreneur, or highly compensated individual, and you want some help create a virtual family office, then schedule a free discovery call with our team.
Schedule a call using the calendar below and we can get to know one another - your business, your situation, your goals and see if working with each other would be a good fit.
Disclaimer: Neither our company nor any of its employees are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. When considering alternative investments, including hedge funds, you should consider various risks including the fact that some alternative investment products: often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as other registered products, can charge high fees, and in many cases the underlying investments are not transparent and are known only to the investment manager. Certain Alternative products may only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933. Investors should carefully consider the investment objectives, risks, charges and expenses of any Alternative products before investing. This and other important information is contained in the prospectus or other related offering memorandum.
Kolden Wealth, LLC is an Investment Advisor Representative of RPg Family Wealth Advisory, LLC, providing virtual investment advisory and financial planning services to clients nationwide. RPg Family Wealth Advisory, LLC ("FWA") is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill, or training. No content contained herein should be construed as a direct or indirect offer of investment advisory services from Kolden Wealth. The planning information and concepts provided are general in nature, are provided for educational and informational purposes only, and should not be construed as legal, tax, or investment advice. No person should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Kolden Wealth, or from any other investment professional. Individuals should not use the content herein as the sole basis for any investment, planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced herein. All expressions of opinion reflect the judgment of the individual as of the date of publication and are subject to change. All planning and investment strategies have the potential for profit or loss, and different planning strategies, investments, and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific plan, investment, or investment strategy, including those discussed herein, will be profitable or equal any historical or anticipated performance level. Past performance does not guarantee future results.