Kibble & Prentice provides a proactive wealth management approach for families and the family offices who serve them. Our experts can address the full complement of your family’s wide-ranging needs in the areas of personal and family risk management, estate planning, asset management, insurance, business continuation, philanthropy and back office support.
Your family office, business or foundation presents a special complex of demands. There are a host of legal, tax and financial issues that affluent families must carefully address. And each family organization has its own specific structure, aims, responsibilities and risks.
Kibble & Prentice has been a trusted advisor to individuals, families and private businesses for more than 35 years. We understand the unique challenges that your family organization faces. Our team of expert financial professionals provides sophisticated, integrated solutions that manage risk and provide opportunities for growth.
Whatever the scope of your concerns, Kibble & Prentice’s specialist advisors can advise your family on:
Kibble & Prentice offers comprehensive insurance brokerage services, and a team of specialists in analyzing risks, developing risk management strategies and providing for future contingencies. Our consultants can advise you on:
In developing your solutions, we utilize proprietary insurance products that address exposures arising from estate taxes and business succession. We work with family businesses to provide access to the best and most cost-efficient carriers for the coverages required.
Kibble & Prentice fields a deep bench in furthering your estate planning goals. We are exceptionally skilled in managing complex financial strategies. Our asset management and insurance expertise integrates the gamut of wealth preservation strategies: financial modeling, accessing top-performing investment and insurance tools, and business continuation planning.
We are industry leaders in insurance product knowledge and analysis of the underlying assumptions used in building those products. To protect your interests, our analysts perform sophisticated modeling and forecasting to determine how policies are priced — and whether insurers can meet their commitments to our clients. As a broker of large life insurance policies, we are one of few in our region with experience in managing the reinsurance markets, both domestic and international.
Drawing on in-house tax expertise, along with that of national and international experts, we bring objectivity and a high degree of skill to your unique tax challenges.
At Kibble & Prentice, we are exceptionally skilled in managing complex financial strategies. Our objectivity and independence enables us to screen the universe of investment opportunities, recommending only the top-performing portfolio managers.
We have preferred relationships with many of the investment industry’s most highly regarded product providers. These relationships enable our clients to access investments that are typically available only to institutional accounts. We can advise your family organization on the full range of investments, including alternative investment opportunities.
Our services are designed to ease complexities. All-inclusive investment statements give a clear picture of total portfolio performance. We provide services for the reporting and statements of family office accounts, and frequently provide record keeping and customized reporting for family foundations.
Kibble & Prentice understands the structural demands that multi-generational family organizations face. We work with a number of consultants who specialize in training board members and directors, ‘change’ facilitators who provide counsel to executives and businesses, and specialists in governance design and evaluation for family offices and councils.
Over decades of working with family businesses, we have developed strong relationships with specialists in business succession, mergers and acquisitions and recapitalization strategies. We can also recommend the services of consultants who advise on communication and relationship management within family firms, developing intellectual capital and management coaching.
We provide record keeping, customized reporting and investment management for gift annuities, private foundations, donor-advised funds and supporting organizations. When requested, we protect the anonymity of your gifts. Our advisors can recommend consultant services that aid foundations in structuring and executing their operations.
Kibble & Prentice works in collaboration with your family’s professional advisory team to coordinate legal, tax and financial strategies in furthering your philanthropic goals.
