Legal Advisory Services

"Our Financial Legal Advisory Team combines Legal Expertise with financial acumen to safeguard your assets and optimize your compliance."

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Secure Your Legacy

Expert Estate Planning to Protect Your Assets and Family’s Future

Effective estate planning is essential to ensure your assets are managed and transferred according to your wishes, minimizing financial and emotional strain on your loved ones.

At kANU Asset Management, we specialize in creating comprehensive estate plans that allow you to select your beneficiaries, efficiently manage your assets, and reduce or eliminate unnecessary taxes.

Without proper planning, your estate risks facing probate delays, unintended beneficiaries, costly tax implications, and a lack of strategic investment oversight.

Our tailored estate strategies help protect your Legacy, provide peace of mind, and secure your family’s financial future.

Take control today—consult with our estate planning experts to build a customized plan that aligns with your goals.

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EFFECTIVE ESTATE PLANNING AND LEGAL ADVISORY

Ensure Your Estate is Managed with Confidence and Precision

Creating a solid estate plan is critical to protecting your legacy, minimizing taxes, and securing your family’s future.

At kANU WealthRx Advisor Network, we offer expert guidance to help you craft a comprehensive estate plan tailored to your needs—so your assets are protected, and your loved ones are taken care of.

Our services are designed to optimize wealth transfer, reduce tax liabilities, and avoid probate, providing peace of mind for you and your family.

☑️ Revocable Trusts, Marital Trusts, & Irrevocable Trusts

☑️ Durable Powers of Attorney

☑️ Estate Tax Planning and Minimization

☑️ Planning for Your Children’s Inheritance

☑️ Lifetime and Charitable Gift Planning

☑️ Generation-Skipping Tax Strategies

☑️ Asset Titling & Beneficiary Designation Optimization

☑️ Probate Avoidance Strategies

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Legal Advisory Experts

"We treat every Client like they are our Only Client”

kANU Asset Management is a Cincinnati, Ohio based Registered Investment Advisory Firm (RIA) with a Single Focus: To provide Sound Investment Advice and Exceptional Service to our clients. Our Virtual Family Office offers a Collaborative Team of Thought Leaders and Subject Matter Experts to help you Legally Reduce your Taxes, Risks, and Expenses and Redirect those Savings into Growth assets, Multi-Generational Wealth, Legacy, and Philanthropic Causes that are near and dear to you.

OUR SERVICES

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Tax Planning

Maximize Savings and Compliance with Strategic Tax Planning, guided by our Financial Experts to Optimize your Tax strategy and enhance Financial Health.

Wealth Management

Create a customized Investment plan tailored to your goals, Risk tolerance, Cash flow needs, and Legacy aspirations. Secure your Financial Future with a Strategy designed to Grow and Protect your Wealth.

Insurance and Risk Management

Risk Mitigation

Access to Life, Disability, Long-term care, Property and Casualty, Personal and Commercial Liability.

Business Advisory

Unlock Growth and Efficiency with our Financial business Advisory Services, Optimizing Decision-making, Enhancing Income, and securing Long-term success through expert guidance

Trust and Estate Planning

Secure your legacy and protect your assets with expert trust and estate planning, ensuring a seamless wealth transfer and peace of mind for future generations. Let our financial experts guide you every step of the way.

Financial and Retirement

Retirement Planning

Develop a personalized retirement plan tailored to your financial status, goals, and aspirations. With ongoing monitoring, ensure you stay on the path to a secured wealth for those who are near and dear to you with a fulfilling retirement.

Institutional Consulting Services

Enhance organizational performance and achieve strategic goals with our Institutional Consulting Services, guided by our financial experts to deliver tailored solutions that drive success.

kANU Financial Literacy Institute

Boost your financial confidence and decision-making skills through comprehensive financial literacy. Our financial experts provide personalized guidance to help you understand money management, investment strategies, and budgeting for a secure financial future.

Philanthropy

Engage in philanthropy to lower your tax liability while making a positive impact. Our financial experts can help you navigate charitable giving strategies that maximize tax deductions and enhance your financial benefits.