Wealth with Purpose
The Keoki Group
The Keoki Group offers a comprehensive suite of services designed to manage and enhance your family’s wealth and lifestyle. Our personalized approach ensures that each service is tailored to meet your unique needs and goals.
The Keoki Group offers a comprehensive suite of services designed to manage and enhance your family’s wealth and lifestyle. Our personalized approach ensures that each service is tailored to meet your unique needs and goals.
Situated in the bustling city of Chicago, Illinois, The Keoki Group is a standout multi-family office. We differentiate ourselves by not just handling wealth but managing it with purpose. Our wealth management approach is comprehensive and innovative, as we blend cutting-edge financial strategies with personalized service. We take pride in extending our services to clients across the Americas and beyond, offering bespoke solutions that align with the unique needs and aspirations of each family we collaborate with. Our unwavering commitment to excellence and integrity ensures our clients receive unparalleled service and guidance.
The Keoki Mission
Our mission is to empower families to achieve financial security and prosperity through expert guidance, tailored strategies, and trusted relationships built on mutual respect and understanding.
The Keoki Vision
We envision a future where every family enjoys financial confidence, security, and the freedom to pursue their aspirations.
The Keoki Story
Over the past half a decade, The Keoki Group has quickly established itself as a trusted partner in wealth management. Our journey began with a commitment to integrity and excellence, starting as a small firm with a handful of dedicated professionals. Over the years, we have expanded our team and reach, adapting to the evolving financial landscape while staying true to our core principles.
Key Milestones
- The expansion of services across the globe.
- The development of our advisory team with industry experts.
- The establishment of our philanthropic division, to help our clients give back to their communities.
Our experienced professionals offer extensive knowledge and expertise in various facets of wealth management. Our leadership team comprises industry veterans who have dedicated their careers to helping families achieve financial success. Each team member is deeply committed to providing personalized, attentive service, ensuring every client’s unique financial goals are met with precision and care. We believe in continuous learning and development, regularly participating in advanced training and professional development programs.
The Keoki Commitment
Comprehensive Services
We offer a full spectrum of wealth management services, ensuring that our clients’ financial needs are met comprehensively.
Personalized Approach
Our strategies are crafted to meet each client’s needs and goals, considering their aspirations and concerns to ensure they feel valued and understood.
Global Reach
Through our global ventures, we bring a broad perspective and understanding of diverse financial landscapes.
Commitment to Excellence
Our dedication to continuous improvement ensures we deliver the highest standards of service.
Testimonials
“Working with The Keoki Group has been a game-changer for my family’s financial future. Despite the rise in inflation rates, their expertise in managing our portfolio has consistently yielded impressive returns. The team keeps us informed and reassured every step of the way. We feel secure knowing our investments are in such capable hands.”
David S.
Illinois, United States
“With the current economic instability in our country, our family decided to seek expert guidance to ensure our financial future is secure, especially for our children and grandchildren. The Keoki Group has completely transformed the way we approach our financial planning. Their team took the time to understand our unique goals and crafted a detailed plan to help us achieve them. From retirement planning to tax optimization, they’ve covered it all. I can’t imagine navigating our financial future without their guidance.”
Maria G.
Bariloche, Argentina
“I’ve always wanted to give back to my community but didn’t know where to start. Like many countries during the Covid-19 pandemic, we witnessed major strains on the healthcare systems available to us and I decided that healthcare would be my family’s focus. The team at The Keoki Group helped me set up a donor-advised fund and guided me through the process of creating a charitable giving strategy. Their knowledge and support have made my philanthropic efforts more impactful and fulfilling.”
Elena L.
Guatemala City, Guatemala
Philanthropic Endeavors
At The Keoki Group, we understand the power of giving back to our communities. We empower our clients to focus their philanthropic efforts on the causes that truly resonate with them. Our clients dedicate their resources to industries that align with their values, with the environment and healthcare being just two of the many areas where we provide philanthropic opportunities.
World Wildlife Fund
American Cancer Society
Asociación ANAI – Costa Rica
Asociación ANAI is committed to the conservation and sustainable development of Costa Rica’s natural resources. The Keoki Group’s clients have partnered with ANAI to support their community-based conservation programs. Their financial contributions have aided in protecting critical ecosystems, including mangroves and coral reefs.
Fundación Xochiquetzal – Guatemala
Fundación Xochiquetzal focuses on improving healthcare access and quality for women and children in Guatemala. Our clients have supported their efforts through donations that fund medical supplies, training programs for healthcare workers, and community health initiatives. Their involvement extends to participating in health fairs and vaccination drives, significantly impacting their local community. The Keoki Group’s clients are dedicated to enhancing healthcare outcomes and supporting the well-being of vulnerable populations in Central America.
Viva a Vida – Brazil
Viva a Vida is an organization dedicated to providing healthcare and education to underserved communities in Brazil. Our clients have contributed to their programs by donating to healthcare clinics and educational workshops focused on preventive care and healthy living and have volunteered in community outreach initiatives, providing essential health education and resources. Through our clients’ partnership with Viva a Vida, they strive to improve health outcomes and empower communities in Brazil.
Contact
At The Keoki Group, we value our clients and are here to help you with all your wealth management and familial needs. Whether you have a question, need more information, or want to schedule a consultation, please feel free to reach out to us using any of the methods below.
Address:
10 South Riverside Plaza, Chicago, Illinois, 60606 USA
Email:
info@thekeokigroup.com
Phone:
+1 312 7548662
