KG Group is neither a “single family” nor traditional “multi-family” family office. Our core concept is to serve multiple families and individuals in an open architecture, out-sourcing model that combines our expertise and client resources with “best of breed” professionals and products to deliver comprehensive wealth management. Our role is to advise, orchestrate and coordinate all financial matters to obtain the optimal result for you. We engage top professionals on your behalf that have not only the required skill set but also the personality to work well with you. We are sensitive to existing client relationships and will integrate them as the client desires; that said, we favor no firm over another and accept no compensation from any. The KG Group platform is unique. Our focus on a high degree of customized, hands on personal service is not viable in a retail or mass-market orientation. Our clients understand the value proposition and appreciate it. You possess a virtual family office having the best and brightest talent on call for your every critical need.

The principals of the company have served the affluent community for over 30 years. Jay Gordon formed KG Group in 2004. Prior to forming KG Group, Mr. Gordon practiced law specializing in tax planning and related matters. He chaired the national tax department supervising approximately one hundred lawyers, and served on the executive committee, of one of America’s largest law firms. His practice evolved over time from wealth creation in the real estate, private equity and venture capital fields, to wealth preservation as clients began to build and protect wealth, and ultimately to wealth management as client needs turned to money management, estate planning, philanthropy and similar matters. Representing numerous wealthy individuals and families, Mr. Gordon observed that his clients shared a common desire for a customized, integrated, proactive, understandable, transparent wealth management platform. Since 2004, KG Group has developed a deep collaborative network of investment managers, banks, professionals and other expert service providers with whom we partner to serve client needs. We have vetted hundreds of investment products, investment opportunities, investment advisers and professionals to ensure that our clients obtain the very best the market has to offer. Today, the company oversees significant wealth for numerous individuals, business entities, trusts and charitable entities.

For a consultation or if you have a financial issue that needs immediate attention, free feel to contact us today.