Founding Partner
Tax Services
Founding Partner
Wealth Management
Founding Partner
Family Office
Accounting
Tax Planning
Tax Mitigation
Financial Planning
Investment Services
Alternative Investments
Trust Services
Estate Planning
Insurance Services
It is estimated that 70% of families lose their wealth by the second generation, 90% by the third. Kingswood Family Office will examine your wealth profile, create and execute a plan to secure your family's wealth for generations to come.
Call us at 212-897-9721
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Securities Offered through Kingswood Capital Partners, LLC Member FINRA/ SIPC. Advisory Services offered through Kingswood Wealth Advisors an SEC registered investment adviser