GKFO offers customized wealth management, family office services, and investment management to individuals and high net worth families. The firm employs a total balance sheet approach, combining institutional-style asset allocation, risk management, and open-architecture solutions. GKFO provides comprehensive financial planning covering retirement, estate planning, cash management, tax strategies, and family governance. The firm manages assets on both a discretionary and non-discretionary basis, utilizing exchange-traded funds, mutual funds, individual securities, independent investment managers, and alternative investments. GKFO also recommends third-party unified managed account platforms and affiliated private funds when appropriate for qualified clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Annual fees range from 0.00% to 0.65% depending on assets and services. Fees are negotiable based on anticipated future earnings, asset amounts, account composition, and other factors.