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Keystone Global Partners

Keystone Global Partners

Forward-Thinking Wealth Management For Tech Founder

  • About
    • Overview
    • Our Team
  • Approach
    • Our Approach
    • Wealth Planning
    • Investment Management
  • Contact
  • Insights
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Keystone Global Partners Wins 2023 PAM Award for Best Private Wealth Manager Under $5bn – Client Service

Keystone Global Partners Wins 2023 PAM Award for Best Private Wealth Manager Under $5bn – Client Service

Posted on February 16, 2023

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Five Key Considerations When Building an Alternative Investment Program for a Client

Five Key Considerations When Building an Alternative Investment Program for a Client

Posted on January 20, 2023

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How Much Tax Will You Owe When You Sell Your Company, And How to Optimize

How Much Tax Will You Owe When You Sell Your Company, And How to Optimize

Posted on November 24, 2022

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California Quietly Increases Marginal Income-Tax Rate

California Quietly Increases Marginal Income-Tax Rate

Posted on November 1, 2022

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With a Section 1045 Rollover, Founders Can Salvage QSBS Before 5 Years

With a Section 1045 Rollover, Founders Can Salvage QSBS Before 5 Years

Posted on November 15, 2021

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Advanced Tax Strategies for Company Founders

Advanced Tax Strategies for Company Founders

Posted on June 1, 2021

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Real Estate as an Investment Asset

Real Estate as an Investment Asset

Posted on May 1, 2021

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Buying Real Estate: A Personal Financial Venture for Founders

Buying Real Estate: A Personal Financial Venture for Founders

Posted on April 1, 2021

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How Does a House or Condo Fit Into Your Financial Plan as a Founder?

How Does a House or Condo Fit Into Your Financial Plan as a Founder?

Posted on March 1, 2021

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Rent vs Buy Real Estate: How to Decide Which is Right for You

Rent vs Buy Real Estate: How to Decide Which is Right for You

Posted on February 6, 2021

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What You Need to Know About Selling Your Company Stock

What You Need to Know About Selling Your Company Stock

Posted on July 31, 2020

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Is Your Net Worth Too Closely Tied to Your Company’s Success?

Is Your Net Worth Too Closely Tied to Your Company’s Success?

Posted on July 29, 2020

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How to Approach Your IPO Stock

How to Approach Your IPO Stock

Posted on June 28, 2020

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How to Talk to Your Kids About Money

How to Talk to Your Kids About Money

Posted on June 18, 2020

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2020 Tax Code Changes: What You Need to Know

2020 Tax Code Changes: What You Need to Know

Posted on June 18, 2020

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4 Areas of Your Estate Plan to Review in Light of COVID-19

4 Areas of Your Estate Plan to Review in Light of COVID-19

Posted on May 19, 2020

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The Paycheck Protection Program: A Guide for Business Owners and Startup Companies

The Paycheck Protection Program: A Guide for Business Owners and Startup Companies

Posted on April 1, 2020

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Crisis Investing Mindset

Crisis Investing Mindset

Posted on March 20, 2020

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Happily Ever After: Financial Planning For Newlyweds

Happily Ever After: Financial Planning For Newlyweds

Posted on February 24, 2020

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Liquidity Options For Founders And Early Employees

Liquidity Options For Founders And Early Employees

Posted on January 6, 2020

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Founders’ and Entrepreneurs’ Guide to QSBS

Founders’ and Entrepreneurs’ Guide to QSBS

Posted on December 11, 2019

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6 Ways to Maximize Your Giving Strategy

6 Ways to Maximize Your Giving Strategy

Posted on December 1, 2019

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Make a Personal Plan for your Exit or IPO

Make a Personal Plan for your Exit or IPO

Posted on November 26, 2019

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A Guide to Trusts for Estate Planning

A Guide to Trusts for Estate Planning

Posted on October 31, 2019

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Why Founders And Investors Shouldn’t Overlook The QSBS Tax Benefit

Why Founders And Investors Shouldn’t Overlook The QSBS Tax Benefit

Posted on September 5, 2019

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Will you help me solve any and all financial problems I may encounter?

Yes, and it’s likely we’ve helped others solve similar problems as well such as business sales, QSBS, tax minimization, estate, 401(k) plans, IRS audits, family deaths, disability, real estate, debt, social security, Medicare, health insurance, college, gifting, and most other financial issues.

What types of clients do you specialize in?

We work specifically with tech founders.

What services do you provide?

A relationship with Keystone involves comprehensive financial planning around retirement, insurance, estate planning, tax planning, and investment management.

How do you help clients implement their financial plans?

We firmly believe that even the best financial plan is of little value until it’s implemented. To help you achieve your goals without feeling stressed or overwhelmed by the noise along the way, we will work together to make the necessary decisions then we take care of the execution.

Are your recommendations truly in my best interest?

As an SEC Registered Investment Advisory firm, we are held to a fiduciary standard, which legally requires us to do what is in our clients’ best interests. This differs drastically from some of our competitors who are only held to the “suitability standard,” meaning that our competitors can make recommendations that are suitable but may not be in the clients’ best interests. Our commitment to an honest and ethical culture has allowed us to build deep, trusted relationships with our clients.

What are all the different ways you get paid?

We are only paid via one management fee. We believe this allows us to have an unbiased framework to select the best investments for you and to give you advice tailored to your needs, not ours. We believe compensation drives behavior, and the way someone is paid influences the work they do. Many financial firms have complex fee arrangements; we do not.

Why would I choose you as my advisor and not do it myself?

There’s certainly a possibility that if you put enough focus and energy into it, you could do it all yourself. But like everyone else, your time is limited and most people prefer to focus on family or business. We’re here to free up your time while leveraging our wealth of experience in addressing concerns, presenting solutions, and working toward your financial goals.

What are the benefits of working with an independent advisor compared to a bank or large advisory firm?

Our independent and conflict-free approach allows us to find the best solutions for our clients. This gives you the advantage since larger firms might be compelled to make specific recommendations, sell proprietary products, or may be restricted in the advice and services they offer. We offer guidance customized to your needs and goals which is a personalized level of service, care, and attention larger firms just can’t provide.

Do you use proprietary funds?

At Keystone, we do not use proprietary products. We do not receive commissions or backend fees from any third parties. We do not earn compensation for recommending one fund vs. another. We believe this allows us to have the most unbiased framework to select the best investments for you and to provide advice tailored to your needs, not ours.

Where do you keep my money and how can I see it?

For your convenience and safety, we use Charles Schwab as the custodian for the majority of our client assets. Schwab administers more than $7 trillion dollars and we selected them to care for yours as well based on a variety of criteria including safety of assets, financial strength, and ease of use. As custodian, Schwab holds your funds and provides direct reporting to you. Your funds will be held in accounts under your name and can be viewed anytime online at Schwab.

Our Locations

New York City | Los Angeles | Denver

Keystone Global Partners LLC is an SEC Registered Investment Advisor

Copyright © 2023 Keystone Global Partners
Disclosures | Form CRS | Investment Adviser Public Disclosure | Terms of Use

Connect with us

Phone: 646-998-8141
Email: contact@keystonegp.com

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