Thinking well to be wise: planning well, wiser: doing well wisest and best of all.”

Malcolm Forbes

Our Approach and Services

Each family that Keystone works with has a different set of circumstances and needs, therefore we are able to offer a number of services to best accommodate our clients unique situation. Our families appreciate the consolidated management of their wealth, the integration of our multi-disciplinary approach, and the customization of each relationship.

The Services we offer to our families fall into the following categories:

Investment Management

  • Investment policy statement development
  • Asset allocation
  • Portfolio construction
  • Manager selection / evaluation / due diligence
  • Ongoing portfolio management, manager oversight and rebalancing
  • Consolidated performance reporting / analysis
  • Concentrated / restricted stock management

Wealth Transfer and Estate Preservation

  • Wealth preservation and distribution strategies
  • Succession planning and philanthropy
  • Integration with tax and investment strategies

Tax Planning and Preparation

  • Tax preparation of individual, corporate, foundation, partnership, fiduciary and gift tax returns
  • Advanced tax planning strategies
  • Estimated tax payments
  • Tax legislation updates

Risk Management

  • Asset protection planning including personal safety, security & privacy
  • Property-casualty insurance planning
  • Life insurance planning
  • Specialty lines of insurance

Family Continuity / Education

  • Family governance, mission statement, constitution
  • Family meeting facilitation
  • Multigenerational education & planning


  • Charitable and high-impact philanthropic counseling
  • Strategy analysis and implementation
  • Foundation management & administration

Lifestyle Enhancements

  • Concierge services
  • Personal property management
  • Travel management
  • Aircraft / yacht management
  • Domestic help and payroll
  • Bill pay services
  • Health and healthcare

Financial Information Management

  • Financial accounting / reporting
  • Consolidated reporting
  • Balance sheet & cash flow analysis
  • Investment performance reporting
  • Record keeping for personal property
  • Banking and credit services
  • Bank financing analysis & negotiation
  • Fraud detection & identity protection
  • Document management & retention
  • Financial organization
  • Art appraisals / consulting
  • Collectibles inventory, appraisal & storage

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