Governance and Legacy at K&S LLC - The Family Office Professional

The K&S LLC family office, led by CEO Amy Lynch, handles investments, tax and estate planning, and manages personal insurance, with a focus on centralization and privacy, and leads structured board meetings for decision-making and less formal family council meetings focused on educating the NextGen for the future.

Protecting Legacy: The Value of a Family Office

Downtown Capital Partners LLC: Structuring the family office for

Legacy Family Office

The Legacy Project - Phillips Kaiser - Houston Business Lawyers

Family Office Services - Bridges Trust Company

Building a Legacy: Family Office Wealth Management - Executive

K&S Insurance

Building a Legacy: Family Office Wealth Management - Executive

Private Client K&S Insurance - Commercial Insurance, Bonds and

Waukesha-based Legacy Bakehouse acquired by Chicago private equity