Aker Advisors' Services
Led by Randy Kaufman, Aker Advisors serves as an independent wealth advisor. With Randy’s deep experience in wealth management at institutions large and small, and her legal background, Aker Advisors provides customized and personalized resources for high net worth individuals and families. Aker will:
Serve Families
Serve as the family consigliere, bridging communication, investment and financial management decisions across generations
Transparency
Provide independent, transparent and objective counsel — no products/services that drive decision-making
Leadership
Ensure access to some of the best minds in a variety of disciplines and provide the team leadership and direction needed to serve families
Strategy
Work with families to create strategic plans for lifetime and legacy planning