We plan, we organize and we implement

Our comprehensive approach to wealth management sets us apart from firms simply seeking assets to manage. For over 35 years we have worked closely and confidentially to help wealthy families achieve their goals. We can help you achieve yours.

As every family confronts a natural sequence of needs and challenges over the course of their lives, developing a relationship with us now ensures our ability to be your trusted advisor through the phases of your life to come.

You can count on us to:

  • Help you develop a financial plan as your roadmap for the future
  • Manage your assets with these objectives in mind
  • Give you the benefit of our experience in estate planning
  • Provide the trustee and executor services every family blessed with wealth eventually requires

From the beginning, Kanaly has emphasized a comprehensive approach to advising clients and managing assets. We deliver wealth with trust through all phases of your life.

Investment Management

At Kanaly, designing sound portfolios begins with an in-depth exploration of your particular needs. Our first step is ensuring that we understand your unique situation and goals. Only then do we develop a detailed investment proposal.

The pillars of our investment philosophy are:

Open Architecture Platform
We believe in utilizing a wide array of strategies, asset classes and dedicated specialist managers to better diversify risk while maximizing long-term returns.

Long-term Capital Accumulation
We understand the importance of limiting downside losses to maximize the long-term compounding of capital.

No Fees or Commissions
As a fiduciary, we act in the best interests of our clients and do not receive any fees or commissions from any investment product we recommend.

Institutional Quality Investment Solutions
We deliver institutional quality investment solutions customized to the objectives of each individual client.

Managing Family Assets
We appreciate the importance of managing family assets with a broad understanding of their lives and changing circumstances.

Financial and Estate Planning

We believe in order to focus on life’s most meaningful moments, one must reduce life’s worries. Through our comprehensive planning approach, our clients can take comfort in knowing that their financial affairs are in the hands of experts.

We understand that superior results are achieved through a collaborative process with you, your family, and your team of Kanaly professionals working together with your other professional advisors.

Your Kanaly team, led by a seasoned Relationship Manager, will take an integrated approach to maximize every facet of your financial well-being, which may include:

  • Estate & Wealth Transfer Planning
  • Tax Planning & Strategies
  • Executive Financial Planning & Benefit Analysis
  • Real Estate, Oil & Gas Services
  • Business Succession Planning
  • Charitable Gift Planning
  • Risk Management Considerations
  • Financial & Retirement Planning

Trustee Services

As an independent trust company, we are ideally positioned to address even the most complicated estate planning issues. Our team of senior experienced professionals has an average of over 20 years’ experience in this practice. As such, we are well versed in the challenges and opportunities of transferring wealth across multiple generations.

We strive to maintain a sense of teamwork and communication with co-executors, co-trustees, beneficiaries and heirs as we serve in any of the following capacities:

  • Executor
  • Co-executor
  • Trustee
  • Co-trustee
  • Agent for Fiduciary

We believe it is important to take the time to know and understand you and your family. Through this knowledge of your goals and objectives, we remain well positioned to handle your financial issues in a very personal and fully objective manner.

If you’re ready to learn how we can help you achieve financial peace of mind, please contact us here or give us a call at (713) 561-9300. We’re ready to help you build wealth with trust.

Disclosures

This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice.

There are risks involved with investing, including loss of principal. Current and future portfolio holdings are subject to risks as well. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Narrowly focused investments and smaller companies typically exhibit higher volatility. Bonds and bond funds will decrease in value as interest rates rise. High-yield bonds involve greater risks of default or downgrade and are more volatile than investment-grade securities, due to the speculative nature of their investments.  Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. 

Diversification may not protect against market risk. There is no assurance the objectives discussed will be met. Past performance does not guarantee future results. Index returns are for illustrative purposes only and do not represent actual portfolio performance. Index returns do not reflect any management fees, transaction costs or expenses. One cannot invest directly in an index.This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice.