Individual Services  |  Estate & Wealth Transfer

We KNW how to keep it in the family

We help individuals and families accumulate, preserve and transfer wealth.

Estate and Wealth Transfer

Congratulations. Your hard work has paid off, and you’ve accumulated the kind of wealth that lasts for many generations. But to reach the intended beneficiaries, you need planning and fiduciary control. As your wealth transfer partner, we’ll gain a clear understanding of your goals and objectives. We will work with you and other family advisors to create, implement and manage your estate and wealth transfer plans.

Our clients gain access to a team of experts committed to achieving your goals and solving planning issues relative to:

  • Estate and wealth transfer
  • Business continuation
  • Life Insurance procurement
  • Life insurance reviews
  • Charitable giving

Estate & Wealth Transfer | Division Leaders

Jay Cavanagh

Founding Partner

Marty Nanne

Founding Partner

KNW the Difference

We listen. We get to know you, your family, your business and your goals before we talk about any products or solutions. Our ability to truly understand a client’s situation, apply our creativity, and build long-standing relationships with carriers and others in the industry sets us apart from the competition.

In the KNW News

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Estate and Wealth Transfer Brochure

Want to KNW more? Download our brochure to find out more today.