Our Clients
Kathryn Finn serves a select group of high-net-worth clients who require sophisticated guidance and a higher level of personal service. In particular, Kathryn is most commended for her matchless expertise in assisting individuals who have undergone a major life event including divorce, death, and the selling of a business. Her clients typically include:
- Business Owners who require help managing both personal and business assets.
- Divorcees who require tailored solutions to build security and independence after undergoing a major life change.
- Families looking for professional guidance on transferring wealth in a tax-efficient manner while educating and empowering the next generation.
- Retirees looking to preserve their capital over the long-term and maximize their after-tax income to achieve and maintain their ideal retirement plan.
- Widowers seeking support for maximizing multi-generational wealth and investing new assets gainfully.
- High Net Worth Individuals seeking the highest levels of comprehensive wealth planning services and a more professional approach to managing their assets.
