Dedicated to your success.
Who We Are
Led by our firm’s CEO and Chairman of the Board, we are a passionate team who are obsessively committed to deeply understanding our clients while helping them meet their needs and achieve their goals. We strive to deliver a “family office” experience for everyone and our service extends well beyond investments to anything financial in nature. We do more so they can too.
Who We Serve
Family Office
Family CFO
Fiduciary Estate Management
Why Work With Us
Your financial legacy deserves a customized approach from advisors who truly care about you and your family. As your fiduciary and Family CFO, we are maniacal about doing what is in your best interest—always.
Our team approach ensures we are always prepared to help you navigate your unique life’s path as we leverage our collective skills and expertise for your success. Our team is multigenerational because our client relationships are multigenerational. We proudly work with clients at every stage of the financial life cycle—whether you are building a career or planning for the distribution of your wealth.
We serve clients all over the globe.
Based in the Midwest, the Kittner Team strives to build meaningful, long-lasting client relationships regardless of location.
Are you interested in learning more?
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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A Silver Lining for Your January Gloom
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Fourth Quarter Investment Report – 2025
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of Worry”. The year carried…
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Monthly Recap – December 2025
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust year in a…