top of page
family education


Intergenerational communication and education are key elements in ensuring that your family is prepared for the transition of wealth and that your next generation understands the responsibilities of wealth. 3K Investment Services supports this goal through a number of initiatives, including:

Our investment advisory approach is not a one-time event, but rather an ongoing process that involves rigorous and disciplined manager selection, oversight, and evaluation for all asset classes. We then implement your strategy in close collaboration with your existing trusted advisors to strive for maximum estate benefits and tax efficiencies.

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your childs education, planning for your retirement or estate planning.

We help you to work out on where you are now, what you may need in the future and what you must do to reach your goal by the process that involves gathering relevant financial information, setting financial goals, examining your current financial status and coming up with a strategy for a plan on how you can meet with your goals, and map the gap.

Benefits Of Family Education :

Financial planning provides direction and meaning to financial decisions. It allows the client to understand how each financial decision they make affects other areas of their finances.

For eg. Buying a particular investment product might help them pay off their mortgage faster or it might delay the retirement significantly. By viewing each financial decision as part of the whole, the client can consider its short and long term effects on their life goals. The client can also adopt more easily to life changes and feel more secure that their goals are on track.

bottom of page