High-Net-Worth Families & First-Generation Wealth Builders

Preserving and Growing Family Wealth Across Generations

From legacy planning to protecting new wealth, we help families secure their financial future.

[data-wf-bgvideo-fallback-img] { display: none; } @media (prefers-reduced-motion: reduce) { [data-wf-bgvideo-fallback-img] { position: absolute; z-index: -100; display: inline-block; height: 100%; width: 100%; object-fit: cover; } }

Solutions We Provide

Legacy planning, education funding for children, estate complexity, protecting new wealth from erosion.

Protect your wealth for generations to come

Wealth Management

College funds, endowments, and charitable trusts.

Tax Strategy

Optimize taxes to preserve family wealth.

Estate Planning

Trusts, wills, and legal structures to safeguard assets.

Insurance & Legal Coordination

Protect against risks and ensure seamless transitions.

Enhanced Financial Literacy

frequently asked questions

Secure your future with strategies from Kotini & Kotini

DISCOVER MORE

Preserving and Growing Family Wealth Across Generations

Legacy planning, education funding for children, estate complexity, protecting new wealth from erosion.

frequently asked questions

Secure your future with strategies from Kotini & Kotini

Wealth, Refined for Generations