What We do

Wealth & Holistic Advisory
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.
Millennials
Women
Modern Families
Our Private Clients
Emerging Wealth
Alternative Investors
Retired Investors
Entrepreneurs
Business Owners
Family Businesses
Impact Investors
Family Offices
Nonprofits & Endowments

Creating solutions for your life
Kace Capital Advisors works with you to provide a broad spectrum of services and resources. We offer a variety of investment techniques and planning strategies. Our individual and business clients all benefit from the depth of our knowledge and experience across a range of focus areas.
Wealth Accumulation
Estate Planning
Wealth Transfer Strategies
kace pillars
Retirement Planning
Distribution Strategies
Investment Management
Business Succession Planning
Buy/Sell Succession Planning
Exit Strategy Planning
Profit Sharing/401K planning
Eldercare Planning
529 Educational funding strategies
Insurance Planning/Disability, Life and Long Term Care

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.
Fintechs
Incumbent Institutions
Exchanges & ATSs
Asset Managers
Wealth Managers & RIAs
Kace pillars
Legacy and Ecosystem Transformation
Market Structure Advisory
Hybrid Human-Machine Financial Services
Alternative Data
Advanced Analytics
Cloud Migration
Next-Gen Global Finance
Intellectual Property
PE and M&A Advisory
IPO 2.0
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.
Evolution of the Modern Markets
Coping With Complexity
Future of Exchanges
IPO 2.0
Kace Pillars
Fintech Partnerships
Legacy & Ecosystem Transformation in Finance
Hybrid Human-Machine Financial Services
Role of Alternative Assets in Modern Portfolios
Role of Private Markets in Modern Portfolios
Investing in IP
Family Stewardship
Investing in Disruptive Innovation
Defining Your Narrative
Gender-Lens Investing
Building Bridges Across Generations