K | H Private Wealth

What K | H Private Wealth does

K|H Private Wealth, LLC is a Dallas-based, independently operated registered investment advisor serving ultra-high-net-worth individuals, families, business owners, and single-family offices with $5M or more in investable assets. The firm is headquartered at 5850 Granite Parkway in Plano, Texas, and operates through a five-stage engagement process spanning a confidential strategy call, discovery, playbook delivery, integration, and ongoing strategic reviews. Its core intellectual property is The Wealth Playbook, a seven-pillar integrated architecture covering Capital Discipline, Advanced Tax Architecture, Entity and Trust Design, Generational Legacy, Risk-Adjusted Liquidity, Performance Intelligence, and Philanthropy and Impact Integration, paired with MacroCore IQ, a proprietary systematic investment framework that combines macroeconomic indicators with quantitative momentum signals to allocate across equities, fixed income, private credit, real assets, and alternatives.

The firm delivers its advisory services through four tiered engagement levels aligned to investable assets: Guided Family Office ($5M-$15M), Private CIO ($15M-$50M), Family Capital Office ($50M-$100M), and Private Family Enterprise ($100M+). Revenue is generated from AUM-based advisory fees (0.50%-0.75%) combined with tiered annual retainers ranging from $25K to $500K, scaling to custom enterprise pricing at the top tier. Go-to-market is a consultative, direct-advisory model supported by educational content, a weekly video series, newsletter, and LinkedIn presence.

Operationally, K|H Private Wealth is a small partner-led team that runs on Indivisible Partners' integrated RIA platform for compliance, operations, and technology infrastructure, while client assets are custodied at Fidelity for institutional-grade reporting and protections (SIPC plus excess coverage). The board comprises Founding Partner Kevin Karrh, Partner Zach Hope, and Indivisible founders John Thiel and John Hogarty. The firm is privately held with no disclosed external ownership.

Name

K | H Private Wealth

Legal name

K|H Private Wealth, LLC

Website

https://khprivatewealth.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

K|H Private Wealth is a Dallas-based independent registered investment advisor delivering integrated wealth management, tax design, and family governance services to ultra-high-net-worth families with $5M+ in investable assets through tiered engagement models.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Services (Single & Multi-Family Office) (FSABADAF), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Private wealth management
• Ultra-high-net-worth advisory
• Multi-family office services
• Investment management services
• Financial planning advisory

Headquarters

HQ city

Plano

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. AUM-Based Advisory Fees: Percentage of assets under management charged as annual advisory fee, combined with tiered annual retainers based on family complexity and service scope. Fee structures are customized based on family complexity, entity structure, and service scope.
2. Institutional Custody Services: Client accounts held at Fidelity with institutional-grade custody, reporting, and family-office resources. The firm manages the client relationship while Fidelity provides operational infrastructure.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

K|H Private Wealth delivers integrated wealth management for ultra-high-net-worth families ($5M+ investable assets), unifying investment management, advanced tax architecture, estate and entity design, family governance, and liquidity planning through its proprietary Wealth Playbook framework. Services are packaged into four engagement tiers — Guided Family Office, Private CIO, Family Capital Office, and Private Family Enterprise — with portfolio construction powered by the proprietary MacroCore IQ systematic investment framework and execution supported by Indivisible Partners' RIA infrastructure and Fidelity custody.

Product overview

K|H Private Wealth is a Dallas-based independent fiduciary wealth management firm that offers a unified platform for ultra-high-net-worth families, built around its proprietary Wealth Playbook framework. The core offering integrates Capital Discipline, Advanced Tax Architecture, Entity & Trust Design, Generational Legacy, Risk-Adjusted Liquidity, Performance Intelligence, and Philanthropy & Impact Integration. The firm delivers services through four tiered engagement levels—Guided Family Office ($5M–$15M), Private CIO ($15M–$50M), Family Capital Office ($50M–$100M), and Private Family Enterprise ($100M+)—with the MacroCore IQ Framework powering its systematic investment strategy. Services are executed in-house and supported by strategic partnerships with Indivisible Partners for infrastructure and Fidelity for institutional-grade custody.

Differentiator

Problem solved

Functional benefit

Products and services

• The Wealth Playbook The firm's proprietary living framework integrating investment management, tax design, and family governance into a cohesive architecture for ultra-high-net-worth families, designed to evolve alongside the family's needs, life transitions, and long-term aspirations.
• MacroCore IQ Framework A proprietary systematic investment strategy blending macroeconomic context with quantitative momentum, designed to adapt across market regimes by integrating leading economic indicators with dynamic asset allocation across equities, fixed income, private credit, real assets, and alternatives.
• Guided Family Office Family-office sophistication delivered in a flexible, guided framework for clarity and growth, targeting families with $5M–$15M in investable assets with a typical engagement fee of 0.75% AUM plus an annual retainer of $25K–$40K.
• Private CIO Direct CIO engagement and portfolio intelligence built for multi-generational alignment and purpose, targeting families with $15M–$50M in investable assets with a typical engagement fee of 0.50% AUM plus an annual retainer of $100K–$200K.
• Family Capital Office A dedicated capital office coordinating investments, liquidity, and governance with institutional discipline and family flexibility, targeting families with $50M–$100M in investable assets with a typical annual retainer of $250K–$500K.
• Private Family Enterprise Bespoke enterprise architecture integrating investment, operating, and philanthropic entities at institutional scale, designed for families with $100M+ in investable assets with a custom enterprise retainer structure.

Quantifiable outcome

• Families access same institutional strength as world's largest investors with boutique-level service

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Indivisible PartnerscoreTechnology or IntegrationIndivisible Partners is an independent advisor platform that operates behind the scenes for K|H Private Wealth, strengthening leadership, operations, and technology. Founded by seasoned industry leaders, Indivisible has integrated a comprehensive platform empowering advisors to deliver objective, independent advice supported by institutional-caliber tools, resources, and expertise. The firm's founding team brings decades of senior-level wealth management experience.
• FidelitycoreTechnology or IntegrationClient accounts are held at Fidelity, providing institutional-grade custody, reporting, and family-office resources. Assets are supported by regulated oversight, multi-layer protections (including SIPC and excess coverage), and robust cybersecurity controls, giving clients boutique service with an institutional backbone.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• GenTrust: GenTrust is an independent wealth management firm focused exclusively on UHNW individuals and families, offering investment management, estate, and family office services — directly comparable to K|H in client profile and service breadth.
• Bessemer Trust: Bessemer Trust is a leading multi-family office serving UHNW families with integrated investment management, trust and estate services, and family governance — directly comparable to K|H's Wealth Playbook positioning across the same $5M+ client cohort.
• Aspiriant: Aspiriant is an independent, fee-only wealth management firm serving HNW and UHNW clients with integrated financial planning, tax, estate, and investment management — comparable in scale and independent-fiduciary positioning to K|H.
• Creative Planning: Creative Planning is a large independent RIA offering wealth management, estate planning, and tax services to HNW and UHNW clients — a comparable independent-fiduciary peer with similar integrated planning and tiered service model.
• Rockefeller Capital Management: Rockefeller Capital Management is an independent financial services firm serving UHNW families with private wealth, investment banking, and asset management — a comparable independent-RIA peer with similar family-office-oriented service philosophy.
• Cresset Asset Management: Cresset is an independent multi-family office providing UHNW families with private CIO services, estate planning, tax strategy, and family governance — a direct functional peer to K|H's Private CIO and Family Capital Office tiers.
• Glenmede: Glenmede is an independent investment and wealth manager serving UHNW families and foundations, offering discretionary portfolio management, trust services, and multi-generational planning — closely aligned with K|H's tiered advisory offering.

Broad incumbents

• JPMorgan Private Bank: JPMorgan Private Bank serves UHNW and ultra-wealthy families with investment management, credit, estate planning, and family office services — a scaled incumbent competitor for the same high-net-worth families K|H targets.
• Goldman Sachs Private Wealth Management: Goldman Sachs Private Wealth serves UHNW families with investment advisory, banking, and family office services as part of a global investment bank — a much larger incumbent competing for the same $5M+ client cohort that K|H targets.
• Brown Brothers Harriman (Investor Services & Wealth Management): Brown Brothers Harriman provides private banking, wealth management, and investment services to UHNW families and institutions — a long-established incumbent peer operating across an overlapping client segment.

Market position

Strengths4 records

Weaknesses2 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/khprivatewealth
• LinkedInlinkedin.com/company/k-h-private-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about K | H Private Wealth