Kilburn Coxford is a first class wealth management group managing investments and preserving capital for discriminating high net worth investors. Our team works hand-in-hand with you, your accountant and lawyer to develop and deliver solutions for your unique financial goals. The key to our success is our client relationships.
At Kilburn Coxford we provide you with a sophisticated and comprehensive combination of services in the areas of wealth management and capital preservation.
In a complex world of investments and financial strategies it is a challenge to effectively develop a comprehensive plan. At Kilburn Coxford, our team prides itself on hard work and dedication to professionally deliver first class wealth management services.
- Wealth Management
(proven strategies that consistently outperform markets)
- Tax Minimization Strategies
- Estate Planning
- Retirement Planning
- Business Succession Planning
- Capital Markets Access
- Charitable & Planned Giving
- Critical Illness Insurance
- Disability Insurance
- Individual Pension Plans (IPPs)
- Insurance Strategies for Wealth Creation & Preservation
- Long-Term Care Insurance
- Private Banking
- Retirement Compensation Arrangements (RCAs)
Manage Risk ~ Minimize Tax ~ Protect Assets