Your stories.  Our solutions.

At The Knapp Group, we aim to make a meaningful difference in our clients’ lives through proper wealth planning. We start by uncovering your true purpose – your visions, aspirations, and priorities. From there, we can better understand how to draw your financial roadmap – from your perspective.

Enterprising families

Enterprising families

Our “family office” approach benefits families that are seeking comprehensive solutions for complex, multigenerational wealth needs.

Services included:

  • Sophisticated portfolio management that emphasizes long-term wealth generation and tax-efficient returns.
  • Next generation education, guidance, and planning to ensure a smooth transition of wealth.
  • All-encompassing wealth management strategies that incorporate Wills and estate planning, philanthropic giving, intergenerational planning, and more.

Entrepreneurs

Business owners

As you revolutionize industries to solve some of the world’s most complex problems, your wealth, responsibilities, and intricacies may present new challenges. We serve as a reliable beacon, helping you navigate financial complexities.

Services included:

  • Financial literacy programs to educate and empower you on your journey to building resilient wealth.
  • Tax and legal advisory services to guide you through complicated structures and generate optimal outcomes.
  • Stability-focused investment management to preserve and protect what you’ve built.
  • Tax, trusts, and business ownership solutions to address your wealth management needs in its entirety.
  • Long-term planning to future-proof your business, protect your assets, and grow what you’ve already built.
  • A high level of service that is both personalized and proactive, leaving you free to focus on your business while we take care of the rest.
  • Sophisticated portfolio management that emphasizes long-term wealth generation and tax-efficient returns.
  • Next generation education, guidance, and planning to ensure a smooth transition of wealth.
  • All-encompassing wealth management strategies that incorporate Wills and estate planning, philanthropic giving, intergenerational planning, and more.

Retirees

Retirees

Many advisors focus on how much you need to retire. In our experience, this question doesn’t yield the best results. Instead, we always start by asking: “What does this stage of your life look like to you?” From there, we can develop a truly personalized retirement plan that gives you the freedom to focus on your purpose and priorities.

Services included:

  • Customized financial planning that focuses on your goals, dreams, and aspirations for this next chapter of your life.
  • Disciplined portfolio management, wealth planning, and tax-smart solutions that allow you to live comfortably in retirement.
  • Regular reviews to adapt to changing circumstances, market conditions, and evolving goals.

Medical professionals

Medical professionals

Across a broad spectrum of healthcare disciplines and career milestones, we work with medical professionals to craft strategic financial road maps to actualize their aspirations.

Services included:

  • Seamless service to ensure you’re free to concentrate on what truly matters – nurturing your family, caring for your patients, and growing your practice.
  • Tax-efficient strategies bolstered by top-tier research to deliver risk-adjusted returns.
  • Comprehensive estate planning to fulfil your wishes, protect your wealth, and build a lasting legacy.

Institutions

Institutions, endowments, & NFP’s

Our clients have a broad range of specific needs, yet what they have in common is their need for a trusted partner who is as committed as they are to their continued success.

Services included:

  • Expertise in developing Investment Policy Statements (IPS) and employing them in the most efficient, effective manner.
  • Access to world-class research and industry-leading experts for long-term capital preservation.
  • Tailored and all-encompassing performance reporting crafted to suit your specific requirements.

Let’s do something different together

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