Family Office

Kentucky Planning Partners and KPP Advisory serves the needs of individuals, multigenerational families, family offices, foundations, endowments and trusts. D. Whayne Porter, of Kentucky Planning Partners, provides wealth planning, management, preservation strategies and distribution that is far from one-dimensional. It reflects not only your financial, but personal and social realms, and each need specific care and formulation. We provide synergy and integrated paths to help you pursue your goals.

We can partner with your advisors to manage the full importance and implications of your wealth. With our independent, collaborative services delivered by financial advisors that are held to the fiduciary standard for their advisory clients. We sit on the same side of the table with you, in partnership, crafting a highly personalized, well -tailored strategy that seeks to preserve, grow and distribute your monies; your investments; your wealth.

  • Asset Management
  • Estate and Wealth Transfer Planning
  • Foundations and Endowments
  • Charitable Planning and Gifting Strategies

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