Family Office Services for Multi-Generational Families

Kensington Wealth Management is a direct extension of your financial network

Services for Multi-Generational Families

Managing significant wealth requires more than investment management alone. It involves structure, coordinated planning, and a disciplined process designed to support long-term family objectives and continuity across generations.

At 1900 Wealth, our Family Office services are designed for families with complex financial lives. Our approach emphasizes discretion, coordination, and personalized planning beyond traditional financial advisory services.

A Coordinated Planning Approach

image-1.jpg

Our team brings experience from established family office environments, offering insight into the challenges faced by multi-generational families. We support clients across key areas, including:

  • Investment policy development
  • Budgeting and cash flow planning
  • Consolidated reporting for informed decision-making

This framework is intended to help families manage complexity while remaining aligned with long-term priorities.

Private Investments and Advisor Coordination

For families evaluating private funds or direct investments, we provide guidance related to research, evaluation, and due diligence within the context of a broader financial strategy.

We also work closely with each family’s legal, tax, and accounting professionals to support coordinated decision-making and reduce complexity.

image.jpg

Governance and Next-eneration Planning

image-1.jpg

Long-term planning includes preparing future generations for responsibility and stewardship. We offer guidance related to family governance and financial education to support continuity over time.

Whether establishing a family office structure or enhancing an existing one, 1900 Wealth provides clarity, organization, and long-term perspective.

To learn more about our Family Office services, contact us or call (718) 336-2111

Disclosure

Family Office services may include investment advisory and non-investment advisory services. Advisory services are offered through a registered investment adviser. All strategies involve risk and are not guaranteed.

SCHEDULE YOUR CONSULTATION WITH KWM

Click here

Partners

Contact

4910 13th Ave

Brooklyn, NY 11219

(718) 436-2111

Disclosures

KWM

Disclaimer

Privacy Notice

Follow

Twitter

Instagram

Facebook

Kensington Wealth Management (KWM) is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Viewing this website or contacting KWM does not create an adviser–client relationship unless and until a formal agreement is executed.

The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk including loss of principal. KWM does not provide tax, accounting, or legal advice to our clients, and all investors are advised to consult with their tax, accounting, or legal advisers regarding any potential investment. Past performance does not guarantee future results.  Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable. Changes in investment strategies, contributions or withdrawals, and economic and market conditions will materially alter the performance of your account. All investing involves risk of loss including the possible loss of all amounts invested.

KWM strives to provide accurate and up-to-date information. However, we make no representations as to the accuracy, completeness, or timeliness of the information contained on this website. Information may be changed or updated without notice The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow up or individualized responses to consumers in a particular state by Kensington Wealth Management in the rendering of personalized investment advice for compensation shall not be made without first complying with applicable jurisdiction requirements or pursuant to an applicable state exemption.

Kensington Wealth Management is an independent registered investment adviser and is not a broker-dealer. Client accounts are held at unaffiliated custodians, including Interactive Brokers LLC and Charles Schwab & Co., Inc., which may charge brokerage commissions and other transaction-related fees in addition to advisory fees.

Is a registered investment adviser offering advisory services in the State of New York, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation. Follow-up or individualized responses to consumers in a particular state by in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

© 2026 KWM. All rights reserved.