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.
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.
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.
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.