Kaplan, Litwin, Kaplan and Associates of Stifel is a family partnership providing a full range of investment and wealth building strategies since 1981. They offer financial guidance, coordinated with other trusted advisors, and have over 100 years of combined experience.
Services and/or Products:
The firm assists high net worth families, small businesses, and non-profit organizations in growing and preserving their wealth over multiple generations, and they help them contribute to causes they care about.
Kaplan, Litwin, Kaplan and Associates through Stifel can provide:
- Investment Advisory Services
- Financial Planning
- Trust and Estate Planning Strategies
- Insurance Services
- College Savings Programs
- Retirement Services
- Corporate Executive Services
- Corporate Finance
- Investment Research
- Business Referrals
- Personal Advice
Past/Current Involvement with the Goering Center:
Kaplan, Litwin, Kaplan and Associates of Stifel became a member of the Goering Center in 2004, completed the Next Generation Institute Class in 2005, and are active members today. Donald Kaplan is on a monthly roundtable of first-generation family business owners, and Howard Kaplan is on a monthly roundtable of second-generation family business owners.
Special Offer(s) for Goering Center Core Members:
The firm offers a consultative session to discover your needs through an in depth discussion of you, your background, current situation and goals.