Services

Expertise You Can Rely On

At Kurz Wealth, we provide a full suite of sophisticated services to help ultra-high-net-worth families manage the complexities of substantial wealth. Our offerings, carefully curated to meet each client’s unique needs, encompass wealth management, investment advisory, strategic partnerships, and beyond.

Your Partner Across Generations.

Our comprehensive family office services are designed to alleviate the burdens of wealth management so our clients can focus on what matters most. As their trusted partner, we provide expert guidance and innovative solutions across all facets of our clients’ financial life.

Family Office Services

Our Commitment

At Kurz Wealth, we believe that effective wealth management is built on deep, personal relationships, and take the time to truly understand our clients’ unique needs and goals, accordingly. We work in close partnership with leading tax advisors, investment managers, and law firms to deliver a truly integrated family office experience. This holistic, multi-generational approach to wealth stewardship ensures that the financial well-being of our clients and their families is secure for generations to come.

Invest with us. Invest with confidence.

At Kurz Wealth, our principals and partner families invest alongside our clients, ensuring an alignment of interests and a shared commitment to success. Leveraging our extensive global network, we provide our clients with privileged access to top-tier co-investment opportunities. Each deal undergoes rigorous vetting, ensuring that only those that meet our exacting standards for quality, alignment, and return potential are presented to our clients.

Co-Investment Opportunities

Our Approach

We have established a proven track record in sourcing, arranging, and structuring successful co-investments in real assets such as real estate, infrastructure, and select private companies on a deal-by-deal basis. Through our extensive relationships with institutional investors, we enable our clients to gain access to attractive investment opportunities that they might otherwise not be aware of.

Our experienced investment team provides curated deal flow across a diverse range of sectors, asset classes, and structures – all tailored according to individual clients’ preferences. We conduct rigorous due diligence on each opportunity, providing the insights and analysis needed to make informed investment decisions.

Building relationships that drive results.

At Kurz Wealth, we believe that successful deal-making is built on trust, shared values, and deep personal connections. Through our extensive network of trusted relationships with notable families, sovereign wealth funds, financial institutions, and business leaders, we offer our clients unparalleled access to exclusive private equity, seed investment, and business opportunities.

Deal Origination Services

A Network Built on Trust

Over years, Kurz Wealth has cultivated a trusted global network that spans leading families, sovereign wealth funds, and financial institutions across North America, Europe, Asia, and beyond. By maintaining close, direct relationships with entrepreneurs, CEOs, and investors worldwide, we keep our finger on the pulse of emerging trends and opportunities.