Keel Point excels in three areas:

1. Advice is provided within the framework of a family’s unique makeup and preferences. We are people serving people, as opposed to people running systems and acquiring financial products. As we come to understand a family’s mission and vision at greater depth, we suggest only those paths that match both the financial and relationship dynamics of that particular family. As an example, we have the skills and processes to develop custom mentoring arrangements for generation-two and beyond.
 
2. Keel Point offers access to top talent and creativity. In our experience, large institutions can only be so creative and innovative before bureaucracy takes over. Individual family offices are limited by scale and are challenged to acquire a certain diversity and level of top talent in-house.

As a mid-size, privately held firm, we have the agility to acquire new talent, expertise and processes. If our internal team does not possess the best technical talent available in a particular area, we have the entrepreneurial freedom to grow in that direction.

3. Deep innovation and technical expertise. We are small enough to truly know our clients well, yet our team has a depth of technical competence and creativity beyond a typical firm of our size. Because we work with multiple families in a variety of geographic locations, we are exposed to the planning opportunities and trends of our entire nation. This awareness breathes creativity and strength into clients’ plans.