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.

Family Office Services - Bridges Trust Company

Protecting Legacy: The Value of a Family Office

How to Consolidate Investments and Transfer Assets - Family

K&S Insurance

The challenges of family office generational transition - Family

Govern Your Family Office

Building a Legacy: Family Office Wealth Management - Executive

K&S Insurance, a Baldwin Risk Partner

K&S Insurance, a Baldwin Risk Partner