We serve private clients seeking a holistic view of wealth, and specialize in serving the modern investors shapeshifting the culture of wealth and legacy, and those traditional firms have historically overlooked and underestimated.
We are built on the belief that when great people connect with great opportunities, anything is possible. Our role as our clients' relationship team allows us to build our practice around our clients' holistic needs, not just their assets.
Our Private Clients
Nonprofits & Endowments
Private markets, alternative assets, and impact investments are playing critical roles in modern portfolios. But investors still face hurdles in putting them to work effectively. Kace brings clients more access to the unique and amplified opportunity sets to best position your portfolio for the future.
Private Real Estate
capital markets advisory
We partner with companies at moments in time when there's an inflection point, and we can help you change the trajectory of your business. Growth is underpinned by a commitment to understanding the transformation underway in the physics of financial services. As technology rewrites the rules of engagement in the industry, Kace has focused on helping fintechs, incumbent firms, and exchanges rise to the challenges of evolution, collaboration, and symbiosis to thrive in the new normal.
Exchanges & ATSs
Wealth Managers & RIAs
Legacy and Ecosystem Transformation
Market Structure Advisory
Hybrid Human-Machine Financial Services
Next-Gen Global Finance
PE and M&A Advisory
Strategic Review & Valuation Analysis
Compliance & Regulation
Evolution of Equities
Financial education and engagement
We bring together investors to learn, share, and be inspired, and we connect influential families who are committed to amplifying their impact. Kace families collectively drive social change, create and lead businesses, and collaborate on ventures with each other.
At Kace, we're driven by twin convictions: that the strength of the market depends on the people's participation in it, and that it is essntial for people to participate in their future. Participation drives the transformation of resources and power, and of those involved.