Private counsel for families building wealth that outlasts them.
Khalil Capital advises a small number of US families with $1 million or more under advisement. One adviser, accountable for the whole picture: investments, planning, taxes, and the transfer of wealth to the next generation.
What we do
- I
Wealth strategy
How wealth moves through a family: to a spouse, to children, to causes. Liquidity events, concentrated positions, and the decisions that are made once.
- II
Investment advisory
Portfolio construction and review, asset allocation, and the placement of each asset in the account where it is taxed least.
- III
Planning
Financial and retirement planning that answers the practical questions: how much is enough, when, and in what order to draw it.
- IV
Tax and coordination
Tax-aware planning in step with your CPA, and one person making sure your attorney, accountant and insurers are working from the same page.
How we are paid
Fee-only. One fee, 0.75% a year, invoiced directly.
We receive no commissions, sell no products, and accept no referral fees from the professionals we introduce. Your assets stay with your custodian, in your name. We advise; you remain in control.
Writing
A conversation, without obligation.
If we are not the right fit, we will say so.