Forward together
We deliver entrepreneurial investment strategies, sophisticated tax planning and generational wealth guidance to help you unite, grow and thrive as a family.
Unique you, unique plan
We take the time to understand your values and dynamics so you receive personalized and objective planning that aligns with your family charter.
Sincere service
Our passionate, credentialed and experienced family wealth management and planning team is committed to serving your goals and your family.
Delivering value, going beyond wealth
UMB family office provides strategic planning and investment advisory services for families of significant wealth. Our focus is on the horizon—helping you reach beyond self and family to plan for your lasting impact. No matter where your family is on the journey, we will be your active partner with insights, ideas and support.
Wealth management for families
Selling the family business doesn’t mean less work—although your boardroom may change to a living room, and your staff meetings now include the family pet. As you transition from day-to-day business management to day-to-day capital management, you’ll face new and unique challenges. We are here to help.
- Maintain a unified family mindset to prevent financial fragmentation
- Consolidate financial reporting so you can get back to doing what you enjoy
- Plan your legacy to help your family make a lasting impact
- Manage family capital and source innovative investment strategies
Wealth management for entrepreneurs
You’re busy. Running a business, running a household, running your finances and managing the big picture sounds like a lot of mileage. For operationally active families who are growing and maintaining an enterprise, we have specific services to help you optimize your time and maximize your opportunities.
- Business advisory services for effective succession planning and business continuity
- Investment advisory services that match your entrepreneurial mindset
- Financial reporting that helps you assess opportunities and prepare for the future
- Charitable giving strategies to help you and your family achieve your philanthropic mission
Charting the course
With an increasingly complex financial life, you deserve an engaged family wealth management and planning partner who can help you evaluate investment opportunities, navigate risks, and recommend savvy adjustments along the way.
Finding simplicity
We offer a full suite of family wealth management and planning solutions to serve the multifaceted needs of families with significant wealth, including clear, consolidated reporting, tax planning and streamlined financial dashboards.
Supporting you through change
Life is in constant motion, and for families that don’t plan to slow down, we have experience, skills and services to help you navigate any transition on the horizon.
Serving your family charter
Your family is one-of-a-kind, which is why we seek to understand the dynamics of your family and empower all generations to actively participate in building and living a shared vision for the future.
Our founding
UMB Family Wealth was founded with the vision of supporting enterprise families and meeting their unique needs. Our affiliate, UMB Bank, n.a., and the Kemper family — who have been at UMB’s helm for five generations — have served clients for more than a century. We leverage that history and experience to deliver effective wealth strategies for you and your family.
Mariner Kemper
Chairman, President and Chief Executive OfficerUMB Financial Corporation
More than 20 years of experience
Nikki Newton
PresidentUMB Family Wealth
More than 20 years of experience
Jacquie Ward
Director - Private Wealth InvestmentsUMB Family Wealth
More than a decade of experience
Our values align with yours
- We respect the experiential and technical knowledge you bring to the table. And we look forward to sharing ours.
- We are ready to help your family plan for your next 100 years.
- Our business is built on shared values of trust, integrity and passion. We think you’ll fit right in.
Securities offered through UMB Family Wealth are:
NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED