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Private Wealth Services

Our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multi-generational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice and help clients make more informed, strategic decisions relevant to their personal financial comfort, business, and investment needs, family legacy, and charitable giving during and throughout estate planning. 

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Private Wealth Services

Some of our Private Wealth Services include:
•    Wealth Preservation & Transfer
•    Multi-Generational Family Planning
•    Philanthropic and Charitable Giving Strategies  
•    Customized Portfolio Design
•    Separately Managed Accounts 
•    Unified Managed Accounts
•    Alternative Investment Access –Private Equity, Hedge Funds, Real Estate, etc.
•    Customized structured investments

Kara Murphy, CFA,
Chief Investment Officer –Kestra Investment Management

    Through our partnership with Kestra Investment Management, Kara works directly and exclusively with our Private Wealth Clientele. With her extensive investment expertise, she provides valuable market research and develops sophisticated and unique investment solutions for clients.


    Previously serving as Chief Investment Officer at Goldman Sachs Personal Financial Management and as Chief Investment Officer at AIG Funds prior to that, Kara has become a keynote speaker and regular contributor to many television, radio and new publications including CNBC, Bloomberg TV, Bloomberg Radio, Yahoo! Finance, TD Ameritrade Network, The Wall Street Journal, The New York Times, and Barron’s. 

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   Earlier in her career, she was an analyst at Chilton Investment Company, a hedge fund, and at Morgan Stanley Investment Management. Before joining the investment industry, she was an analyst covering international political and economic risk at Marvin Zonis + Associates, with a focus on Eastern Europe and Russia.


    Kara is a member of the CFA Society of New York and the CFA Society of Dallas-Fort Worth. She serves on the board of directors for Welcome Home, a nonprofit, which she founded to provide support for newly resettled refugees. Kara earned a bachelor’s degree from Georgetown University’s School of Foreign Service and earned a master’s degree from the University of Chicago. She is a passionate supporter of financial literacy and diversity within the financial services industry. Most importantly, she is a proud wife and mom of three children who keep her busy, delighted and humbled, often all in the same day.

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