This article is based on our research process for our US multi family office list. The list includes the most important United States multi family offices, which manage the fortune of the wealthiest families in the country. For every multi family office, we offer detailed contact details and focus information.
This article will briefly introduce three multi-family offices located in Kansas. All of the multi-family offices included in this research can be found on our list of the largest multi-family offices based in the US.
1. Creative Planning
Creative Planning is an independent wealth management firm that has its headquarters in Overland Park. The Kansas-based group aims to provide “a family office for all” and offer financial services to families, individuals, and institutions. Currently, the group manages $225bn of assets. The firm relies on its in-house specialists to provide customized financial advice for clients regarding taxes, estate planning, investment, and retirement planning.
The Kansas-based group strives to provide the highest level of financial advice to wealthy families and institutions located across the United States. BCWM boasts an impressive client portfolio and has clients in over 35 states with over $500m of assets under management. The firm is headquartered in Overland Park and aims to serve every client with the same approach: “will this provide our clients peace of mind?”.
3. Mariner Wealth Advisors
Mariner is amongst the largest independent wealth advisors based in the state. The firm has a robust interview process with clients in order to match clients with the most appropriate in-house advisors. Their financial services to clients include investment strategy, trust services, tax, wealth, and estate planning. The firm has received national recognition for its work, having been ranked as a top five registered investment advisor in the US for the last 7 years by Barron.
Image Source: Tyler Franta (21.03.2023)