Our Services

At Keebeck Wealth Management, we offer in-depth, customized financial planning that leverages the conflict-free strategies of our open architecture platform, delivering best in class research and investment products.

With a special emphasis on the safety and preservation of assets, we are thoughtful and caring in how we help guide our clients in the management of their portfolios.

Fully embracing the fiduciary standard, we educate our clients to be in control of their capital, ensuring that their best interests are the highest priority. Sensitive to the importance of family dynamics, we nurture relationships that go beyond advisor-client, as we seek true friendship with our clients, elevating their needs as our singular focus. We compassionately listen to their dreams for success and their drive to fortify their legacy.

Through our vast network of high net worth families and professional resources, we provide unparalleled access to proprietary intellectual capital as well as personal and corporate connections who can offer invaluable information and rewarding opportunities.

We offer value-added concierge-style services through the unique development of our virtual family office. We are passionately committed to applying technology to create efficient, digital solutions that solve challenges, improve results and ultimately provide peace of mind to our clients.

Many of our clients have enjoyed the benefits of their wealth early in their career or life, so we specialize in helping them identify and pursue the next opportunity. Our approach to creating “The Next Step” is enhanced by our decades-long experience in wealth management and the expertise of our extensive network of influential personal and professional contacts.

Investment Solutions

  • Discretionary Investment Solutions
  • Liquidity Management
  • Risk Management
  • Alternative Investments
  • Professionally Managed Accounts

Concentrated Stock Management

  • Hedging Strategies
  • Trust Solutions
  • Exchange Funds
  • Block Trades
  • Equity Collared
  • Position Strategies

Banking & Lending

  • Securities-Based Lending
  • Sophisticated Deposit and Cash Management Strategies
  • Custom Lending Solutions
  • Home Financing
  • Aircraft & Marine Financing

Estate Planning
& Trust Services

  • Personal Trust Services
  • Charitable Trusts & Foundations
  • Fiduciary Investment Management
  • Trust Administration Estate Planning
  • Estate Settlement and Administration
  • Services for Individual Trustees


  • Philanthropic Strategies
  • Charitable Grant Making Solutions
  • Donor-Advised Funds
  • Foundation Consulting
  • Planned Giving Guidance
  • Endowment Management
  • Compliance Governance Consulting
  • Succession Planning

Family Office

  • Family Wealth Transition Consulting
  • Lifestyle and Concierge Services
  • Income Tax Preparation and Consulting
  • Personalized Administration Services
  • Financial and Consolidated Reporting

Tax-Minimization Strategies

  • Tax-Minimizing
  • Concentrated Stock Management
  • Tax-Efficient Investments
  • Tax-Advantaged Credit and Lending
  • Private Placements
  • Life Insurance
  • Tax Legislation Monitoring