The kANU Difference
| The Virtual Family Office ModelkANU Asset Management, LLC is a Cincinnati, Ohio based Registered Investment Advisory (RIA) Firm with a single focus: To provide sound investment advice and exceptional service to our clients. Our Virtual Family Office delivers unique, exceptional value to our clients, differentiating us from our competitors. Our advisors align with like-minded boutique firms worldwide, firms and professionals with “an alphabet soup of credentials” —including leading CPA’s, Estate Planning Attorneys, trust officers, etc. These partnerships yield our clients the multidisciplinary resources and opportunities they seek as they embrace the responsibilities that come with extraordinary wealth. Clients have access to a team of professionals and subject matter experts, like CPA Roy Mitchell and Estate Attorney William Russo (pictured below). Along with your advisor at kANU, this super trio brings more than 100 years of experience to clients. |
WEALTH BY DESIGNkANU works together with specialists to ensure they fully understand your family's needs and goals and the responsibilities of each team member. Most people believe wealth only consists of Financial Capital and unintentionally ignore other forms of Family Capital which harbor the greatest potential. Highly successful families organize their Financial Capital so they are able to devote their resources to cultivating all their assets to build a lasting legacy for generations. |
