WHERE DO YOU WANT TO GO?

The team at Karpas Strategies is dedicated to helping maximize client wealth, and we are guided by very specific principles - integrity, honesty and trust. Our goal is providing investment guidance and expertise based on your unique story, your personal goals and your objectives.

Experience

We have over 30 years of experience managing portfolios for high-net-worth individuals, private foundations, and trusts. Our Mission is to understand your investment goals, and be your partner in achieving them. It's as simple as that.

ACCOUNTABILITY

We intentionally maintain a limited client base in order to provide you with the highest level of attention and exceptional service. Trust and accountability are our guiding tenets. As an SEC Registered Investment Advisor, it is our duty to act in the best interest of our clients. Accountability to you is our highest priority.

Independence

We are an independent multifamily office. That means we are a privately owned, highly specialized firm with no affiliation to any banks, brokers, or insurers. Our promise is committed, objective attention to you and your investment needs.

We are passionate about exceeding your expectations.

Our team is accessible each and every day, and, when asked, can work hand-in-hand with you and your other trusted advisors, such as accountants, estate planners and attorneys, to help achieve your unique investment objectives.

Lasting Relationships Built on Trust

Over 65% of our clients' assets under management have been with us for more than 20 years. Many of these relationships include multigenerational families. We feel these long-term relationships and their satisfaction with our guiding principles and partnership speak for themselves, and it is from our long-time clients where we receive most of our new family referrals.

Customizing Based on YOUR Needs

We tailor every aspect of what we do. Your portfolio will be uniquely designed to meet your needs according to your time horizon and goals. We will provide continuous guidance and support as your priorities and needs evolve. Together we will discuss your comfort with different investments and create a portfolio that reflects your values as we work to help achieve your outcome-desired results.