Kind Wealth is an advice-only multi-family office serving next-generation changemakers. Our clients are business owners, entrepreneurs, employees, and others working across the tech, start-up, and social enterprise ecosystems.

We provide holistic wealth management services to help next-gen changemakers structure and manage their wealth in ways that allow them to live rewarding and fulfilling lives.

Services Offered in RI
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
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