Keystone Global Partners Named Finalist in ThinkAdvisor 2025 Luminaries Awards for Thought Leadership & Education
Keystone Global Partners, a fiduciary wealth management firm serving ultra-high-net-worth (UHNW) pre- and post-exit founders and families, announced today that it has been named a finalist in the “Thought Leadership & Education” category for the 2025 ThinkAdvisor Luminaries Awards.
This recognition highlights Keystone’s leadership in educating founders and families on complex topics, including exit planning, QSBS strategies, advanced tax minimization, multi-generational family office planning, and institutional-quality public and private investment strategies typically reserved for large endowments and pensions.
The ThinkAdvisor Luminaries Awards honor firms and individuals shaping the future of financial advice through innovation, impact, and excellence. The Thought Leadership & Education category spotlights organizations whose insights and frameworks set new standards for the industry, empowering both advisors and clients alike.
Keystone Global Partners has a reputation of publishing proprietary frameworks and founder-focused resources that guide entrepreneurs through critical wealth transitions and decisions. By moving beyond conventional financial advice, Keystone helps clients maximize after-tax liquidity, preserve capital, and build enduring legacies.
“We are honored to be recognized by ThinkAdvisor for our work in advancing financial education for founders and UHNW families,” said Peyton Carr, Partner at Keystone Global Partners. “Our mission goes beyond advising. We believe in equipping our clients with the knowledge and clarity to make confident, strategic decisions that last across generations. We invest like an endowment and operate like a private family office for each of our client relationship, ensuring our clients have the same tools and access as the world’s most sophisticated investors.”
The 2025 Luminaries Award winners will be announced at a gala in New York City on December 4th, 2025, where industry leaders will gather to celebrate firms shaping the next era of financial advice.
About Keystone Global Partners
Keystone Global Partners is a leading fiduciary wealth advisory firm focused on serving pre- and post-exit startup founders, entrepreneurs, and UHNW families. The firm specializes in exit planning, advanced tax strategies, alternative investments, and multi-generational family office services, delivering tailored guidance that helps clients minimize taxes, optimize portfolios, and preserve wealth across generations. Keystone’s approach blends founder-first alignment, institutional-level investing, and tax-smart structuring to provide clarity, efficiency, and impact at every stage of the wealth journey.
Think Advisor Luminaires Judging Criteria and Disclaimers
The Think Advisor Luminaires, put on by Think Advisor, has a judging process that consists of an independent panel of judges. Applications are evaluated exclusively based on entrants’ submissions and their responses to specific questions that emphasize new financial services, products, or processes that meet advisor and client needs while delivering efficiency and competitive advantages.
Keystone Global Partners does not make payments to Think Advisor for consideration of a Luminaries Award. Membership or subscription to Think Advisor is not a requirement for ranking consideration. A Luminaires award does not assess the quality of services provided to clients, nor does it promise improved performance or results. It should not be viewed as an endorsement of the wealth manager by any client, nor is it a reflection of any individual client’s assessment. The award does not predict future performance or guarantee investment success. Furthermore, past recognition does not ensure future awards for wealth managers.
For detailed information on the judging process, visit: https://event.thinkadvisor.com/luminaries-awards/criteria
A Luminaries award does not guarantee future investment success and should not be seen as an endorsement of the advisor by any client.
