Discussion of the Family Office Ecosystem

Investment advisory services are offered through Keating Financial Advisory Services (KFAS), a registered investment advisor. Services are provided only under a written agreement. Clients may incur separate fees and expenses from custodians, funds, or other investment products. Our observations and insights are based on experience and professional judgment and are not guarantees of future outcomes. Past results are not indicative of future performance.

Clarification of Professional Designations: The Certified Divorce Financial Analyst® and CERTIFIED FINANCIAL PLANNER® designations are marks of professional training and standards maintained by third-party organizations. These credentials do not guarantee specific outcomes or success.

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

KFAS Form CRS ‍ ‍
ADV 2A FORM

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