Family Office: KCPS offers a combination of investment and administrative services that allow it to construct inclusive and personalized solutions for the full breadth of their private clients’ wealth management needs.  These offerings include asset consolidation, asset allocation, manager selection and monitoring, evaluation of direct investment opportunities, and management of relationships with external managers, banking institutions, accountants and other service providers. KCPS also assists its clients with tax, trust and estate-planning services.

Discretionary Portfolio Management: KCPS manages customized or mandate-specific portfolios on a discretionary basis. In this capacity, KCPS can provide targeted asset management expertise and services as part of a larger investment solution. Investment mandates can be for balanced multi-asset portfolios or for specialized portfolios focusing on a specific asset-class or group of asset-classes, both traditional and alternative.

Investment Advisory: KCPS's team of investment professionals provides advisory services that take a holistic approach to providing investment solutions to its private clients. KCPS’s objective and independent investment management advice is customized for each client and includes all areas of asset and portfolio management.