At Kurz Wealth, we understand the unique challenges and opportunities that come with substantial wealth. For years, we have served as trusted partners to some of the world’s most successful families, providing expert guidance and innovative solutions to help them preserve and grow their wealth for generations.

Rooting our approach in deep relationships, uncompromising discretion, and a tireless commitment to excellence, we go beyond traditional wealth management to deliver truly bespoke services and exclusive investment opportunities that align with each client’s unique goals and values.

Our only priority is serving the best interests of our clients. As an independent multi-family office, we are free from the conflicts of interest that can arise at larger institutions, and take great pride in the enduring relationships we have built and the positive impact we have made in the lives of the families we serve.