Who We Serve

Kimsa advises business owners and high net worth individuals who want to better define their goals and ensure that they are on the right track. Our clients have an entrepreneurial spirit and high expectations of their advisers. Many of them want to explore more advanced tax mitigation strategies, including estate planning.  

Financial Planning Based on Goals and Values

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Business Owners & Entrepreneurs

At Kimsa we appreciate the work that entrepreneurs do to build their businesses, their communities and the wider economy. We help them integrate their business financial planning and personal financial planning at every stage of their business journey.

Through our Virtual Family Office, we provide access to a wide range of strategies that help business owners achieve their goals. Effective financial planning with entrepreneurs often involves our specialties:

Tailored strategies delivered by experts

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High-Net-Worth Individuals

Owning over $1 million in net assets comes with more complex financial planning considerations. As wealth grows it is important to consider advanced planning strategies to protect it.

Our structured approach to personal financial planning ensures that each of our clients has a financial plan that helps them implement the right strategies to realize their objectives. Services for high net worth individuals include:

  1. Comprehensive financial planning 
  2. Insurance 
  3. Asset Protection 
  4. Security 
  5. Estate Planning 
  6. Planning for Family Dynamics 
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