Shepherd Kaplan Krochuk

Wealth ManagerBoston, United States
$7.7B
Assets Under Management
Boston
Headquarters

About Shepherd Kaplan Krochuk

With more than 20 years of experience delivering fiduciary management and investing services and over $7.7 billion of assets under management, SKK combines a deep bench of talented professionals with a cutting-edge, proprietary technology platform to meet the unique needs of our private clients. We take pride in our ability to provide institutional capabilities with boutique quality client service.SKK provides a wide variety of services and capabilities within two divisions: Wealth Management and Asset Management.

Preferred Investment Types

PhilanthropyJoint Venture/PartnerAsset Disposition

Preferred Sectors & Themes

Travel Accommodations & TourismConcierge ServicesCharitable InvestmentsWealth & Estate PlanningTrust ManagementLegal & Tax ServicesDiversified Finance ConsultingRetirement PlanningMulti-Asset InvestingInvestment ManagementFund of FundsCapital MarketsSaaSIoT TechnologyDigital TechnologyDeepTechCybersecurityCloud Infrastructure

Preferred Geographies

United StatesUnited KingdomEmerging MarketsEuropeCanadaAustralia/New ZealandAsia/PacificAfricaGlobalLatin America

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Frequently asked questions

What type of investor is Shepherd Kaplan Krochuk?

Shepherd Kaplan Krochuk is a wealth manager based in Boston, United States, managing approximately $7.7B in assets.

Where is Shepherd Kaplan Krochuk headquartered?

Shepherd Kaplan Krochuk is headquartered in Boston, United States.

How much does Shepherd Kaplan Krochuk manage?

Shepherd Kaplan Krochuk manages approximately $7.7B in assets under management.

What does Shepherd Kaplan Krochuk invest in?

Shepherd Kaplan Krochuk focuses on Philanthropy, Joint Venture/Partner, Asset Disposition, Travel Accommodations & Tourism, Concierge Services, Charitable Investments, Wealth & Estate Planning, Trust Management.

How can I contact Shepherd Kaplan Krochuk?

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