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Krilogy: A New Level of Estate Planning in a World of Convenience

  • Writer: Robert Holton
    Robert Holton
  • May 27
  • 1 min read




As the baby boomer generation begins to retire from the workforce, many experts have speculated that one of the largest transfers of wealth in American history will happen over the next few decades. Simultaneously, estate planning has become a common aspect of life for Americans as families prepare for increased inheritance taxes by the federal government over the next decade.


Holton Capital Group has decided not only to begin investing in wealth management services but also to offer specialized services that make our investments competitive with larger wealth management firms with vast resources at their disposal. We are happy to announce that we have made an equity investment in the wealth management firm Krilogy and have begun structuring a business model that will allow family offices to not only have their finances managed but all financial aspects of their life. Everything from accounting to estate planning to managing bills will be vertically integrated into the financial services offered by Krilogy.


As the world economy continues to innovate to offer a higher level of convenience for its consumers, we want to begin taking wealth management to the next level and offer resources for individuals who want access to the services offered by high-level banking institutions.


Visit Krilogy today to inquire about wealth management services. Additionally, please reach out if you have any questions.


Sincerely,

Robert Holton

IT Director


 
 
 

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