Bespoke Solutions

We strive for excellence in the development and implementation of each client's financial plan through extensive customization and financial life coordination. Therefore, our services are not limited to those listed below. Contact us at info@akgfinancialgroup.com to find out how we can help you.

Comprehensive Wealth Management

Investment Portfolio Construction & Oversight
Private Opportunity Sourcing
Account Management
Due Diligence
Cash Flow Analysis & Forecasting
Scenario Planning
Asset Protection & Risk Management
Education Planning
Tax Strategizing
Estate, Gift, & Charitable Planning
Financial Life Coordination

Business Planning

Employee Benefit Analysis & Recommendation
Retirement Plan Management
Liquidity Planning
Entrepreneurial Planning
Family Office Synchronization
Transition & Succession Planning

Family Office Services

Generational Planning
Family Governance
Philanthropic Planning
Administrative Services
Professional Coordination

Bespoke Solutions

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