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
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$1,000,000+
Investor Type Dealt With
Individual
Type of License
Other