Our Services
Introducing
KM Circle
A New Way to Advise Families – Across Every Generation
What is the KM Circle?
The KM Circle is KinneyMunro’s multi-generational advisory approach.
It is designed to extend our investment advisory relationship beyond the primary household — to adult children, parents, grandparents, or other family members — under a structured, coordinated framework tailored to each person’s individual needs and circumstances.
One advisory team. One integrated view. Tailored guidance for every generation.
Why we built KM Circle
Over years of conversations with clients and prospects, a theme emerged consistently: families weren’t looking for help with just one household.
They described carrying the financial weight of multiple generations at once — adult children beginning their careers, parents and grandparents approaching or in retirement, and at the center, a core family managing significant complexity of their own.
We designed the KM Circle in direct response to what we heard.
What makes KM Circle different
Designed Around Client Feedback
The KM Circle was developed in response to consistent themes expressed by clients and prospects — families who wanted coordinated guidance across generations, not just for a single household.
Co-ordinated, Not Siloed
Each family member receives their own individualized advisory relationship. Where appropriate, and with client consent, KinneyMunro coordinates across those relationships to support broader family financial goals.
Structured for Different Life Stages
Advisory needs vary significantly across generations. The KM Circle is designed to address those differences — from wealth accumulation to retirement income to legacy planning — within a single advisory relationship.
Who the KM Circle is designed for
The KM Circle may be a fit for families where the core household is simultaneously supporting adult children as they begin building financial lives, while also helping the prior generation think through legacy, income, and long-term planning.
Next Generation
Beginning to invest, plan, and build financial foundations
Core Family
Managing executive compensation, career transitions, and estate planning
Prior Generation
Focused on legacy, retirement income, and long-term distribution planning
Learn More
If this type of coordinated, multi-generational advisory relationship aligns with your family’s needs, we’d welcome the conversation.
Please reach out to your KinneyMunro advisor to discuss whether the KM Circle may be appropriate for your situation.
This material is provided for informational purposes only and is not intended as investment advice or a recommendation to buy or sell any security. All investments involve risk, including the potential loss of principal. Advisory services are offered through KinneyMunro Wealth Advisors.