Shepherd Kaplan operates as the wealth management division of Shepherd Kaplan Krochuk, providing investment advisory, wealth management, family office, and institutional consulting services. Founded in 1998, Shepherd Kaplan serves ultra-high-net-worth individuals, families, trusts, family offices, institutions, and foundations. The firm creates customized investment portfolios based on individual goals, risk tolerance, and liquidity needs. While its general approach is non-discretionary, discretionary portfolio management is also available. Shepherd Kaplan utilizes an advanced proprietary technology platform to provide asset allocation overviews, manager searches, and performance analytics. Services for private clients include investment management, cash flow analysis, tax-sensitive implementation, coordination with tax and legal counsel, risk management, wealth transfer planning, and philanthropic planning. For institutional clients and retirement plans, Shepherd Kaplan provides fiduciary risk management, investment policy statement creation, and ongoing monitoring.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.