Founded in 1985, Kanaly Trust operates as a wealth management firm and multi-family office dedicated to serving affluent families, business owners, and foundations. The company's mission is to provide integrated financial solutions, including investment management, financial planning, trust and estate services, and family office administration. It functions as a fiduciary, aiming to simplify the complexities of wealth for its clients. Kanaly Trust is a subsidiary of Mercer Advisors, a prominent national Registered Investment Adviser (RIA).

Founded in

United States