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Estate Planning Solutions

Estate Planning for Private Business Owners

Build, protect, and transfer your wealth with confidence—through expert tax strategy and the right structure to preserve your legacy across generations.

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Estate Planning Solutions

Private Business Owners build significant wealth through years of disciplined effort and a successful exit. With the right structure and oversight, that wealth can be protected, grown, and passed on—ensuring future generations benefit from the legacy you’ve built.

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Estate Planning Services

Estate Governance

Design the right structure, plan for succession, and prepare the next generation with tailored estate strategies and family governance support.

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Investment Oversight

Independent reviews of your investment managers and portfolio—ensuring performance stays aligned with your long-term goals.

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Administration

We handle the admin—bookkeeping, bill payments, mail, and reporting—so you stay informed without the day-to-day burden.


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Legacy Management

Secure your important documents and define your long-term impact with succession planning and philanthropy advice.

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Kelly+Partners Financial Progress System™

The Kelly+Partners Financial Progress System™ gives you structure, strategy, and clarity—so you can take control of your entire financial universe and make progress that lasts.

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1. Place

We start by identifying where you are today—then work with you to define clear goals for the next 5, 10, and 20 years.

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2. Profile

We map your personal and business finances, wealth position, and succession needs to build a complete picture.

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3. Plan

A tailored financial strategy is created to align with your objectives—ensuring structured, consistent progress.

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4. Progress

We track your performance through regular reporting—monthly or quarterly—so you stay on course and in control.

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News & Insights

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News & Insights
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Podcast

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Client Experiences

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Client Experiences

Ready to get started?

It starts with a conversation. At Kelly+Partners, we deliver expert advice tailored to your personal, business, wealth, and estate needs—backed by structured systems and year-round support.

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