Indivisible Partners Expands with K|H Private Wealth: A New Era for Ultra-High-Net-Worth Financial Advisory

Indivisible Partners Welcomes K|H Private Wealth



Indivisible Partners is excited to announce the affiliation of K|H Private Wealth, an independent advisory firm spearheaded by Kevin Karrh, CFP®, CIMA®. With a distinguished track record spanning over 25 years, Karrh's focus on disciplined stewardship, intricate family governance, and multi-generational wealth strategies has led to this strategic partnership. This collaboration signifies an important moment for ultra-high-net-worth families and single-family offices, providing them with a sophisticated array of institutional-grade capabilities.

Karrh's vision in establishing K|H Private Wealth underscores a shift towards creating a tailored wealth advisory platform that prioritizes governance, seamless planning integration, and unrestricted investment access. This initiative aims to optimize wealth management processes, particularly for families with complex financial landscapes that require a nuanced approach to their ongoing legacy planning.

Located in Dallas, Texas, K|H Private Wealth has introduced proprietary tools such as the Wealth Playbook, designed to create cohesive investment strategies, tax planning, estate design, and harmonize family dynamics into a comprehensive structure that can preserve wealth across generations. The partnership with Indivisible facilitates operational scalability and access to advanced technology, reinforcing the firm’s ability to cater effectively to the sophisticated needs of its clientele.

Kevin Karrh shared his motivations: “The establishment of K|H Private Wealth stems from a need for advisors who can transcend generations, evolving from mere investment managers to integral partners in a family's financial journey.” He emphasized that independence in advisory practices allows for a higher quality of execution, from integrated planning to governance and private investment opportunities. By joining forces with Indivisible, Karrh and his team can now offer an enriched experience that emphasizes clarity, resilience, and strategic freedom in managing wealth.

The K|H Private Wealth team comprises seasoned professionals, including Zachary S. Hope, CPWA®, CPFA™, who serves as Partner and Senior Financial Advisor, along with Client Service Associates Carson Zumwalt, Jake Atherton, and Sarah Stuart. Together, they bring expertise in ultra-high-net-worth planning, transitional strategies for business owners, and support for multi-generational wealth, further solidifying their commitment as comprehensive advisors for family offices.

John Thiel, Founder and Executive Chairman of Indivisible, commended Karrh, stating, “His integrity and dedication to multi-disciplinary financial strategies are hallmarks of Indivisible’s mission. We take pride in contributing to his next chapter.”

Indivisible Partners exemplifies innovation in the advisory space by leveraging an integrated platform while fostering a culture that enhances collaboration among advisors. The firm’s mission is to empower advisory teams, enabling them to deliver improved outcomes for their clients while establishing sustainable enterprise value.

As a registered investment advisor based in Clearwater, FL, Indivisible Partners is re-defining independent advisory services, specifically targeting elite financial advisory teams wanting to step beyond conventional frameworks.

In summary, the partnership between Indivisible Partners and K|H Private Wealth reflects a significant advancement in wealth advisory capabilities, geared towards supporting ultra-high-net-worth families through complex financial challenges with strategic foresight and exceptional dedicated services.

Topics Financial Services & Investing)

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