Five Keys US

Overview

Five Keys US focuses on preserving wealth across generations through boutique, personalized advice and coordinated family-office support. Its services span wealth management, estate planning, tax strategy, illiquid-asset management, banking coordination, financial reporting, concierge services, bookkeeping, and bill pay.¹

The firm also provides tax optimization and accounting, legal support, corporate services, family-office operations, and financial administration for non-financial assets.¹

History

Five Keys says it was founded in Dallas in 2008 as a family-run business supporting clients with legal, tax-planning, accounting, and multigenerational wealth-management needs. The firm reports more than 100 years of combined experience across wealth management, tax, accounting, and legal services.¹

Leadership

Matt Kennedy is identified as Chief Executive Officer. Five Keys also describes him as a licensed attorney and a partner in Five Keys Legal.¹

Jay Bruno serves as President, Chief Investment Officer, and Private Advisor. The firm also identifies him as Chief Investment Officer of Five Keys Private Advisors and President of Five Keys Family Office.¹

Mike Boswell, CPA, is part of the Dallas family-office team, bringing more than 30 years of finance and accounting experience, according to Five Keys.¹

Services

Five Keys’ legal team supports personal, business, and family-estate matters, including trusts, trustee services, corporate work, transactions, and business services.¹

The firm collaborates with providers across banking, fiduciary management, legal matters, custody, taxes, real estate, accounting, private equity, and wealth management.¹

Five Keys also provides administrative support for yachts, aircraft, specialty vehicles, horses, artwork, and wine. This support can include insurance, valuations, maintenance, and sales administration.¹

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

Five Keys serves high-net-worth individuals and families seeking tailored wealth management, tax, legal, accounting, and concierge services. The firm supports families with financial and non-financial assets through its multigenerational wealth-management and administrative services.¹

Approach

Five Keys states that its investment philosophy emphasizes growth and value at the right price. Portfolios are customized to each client’s goals, objectives, and risk tolerance.¹

FAQs

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Sources

1. Five Keys US
2. SEC Investment Adviser Public Disclosure: Five Keys Private Advisors LLC

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.