Founded in 1994, Shepherd Kaplan LLC is a wealth and asset management firm that offers a wide range of financial services. The firm is committed to providing objective guidance and sophisticated, customized solutions to its clients, which include high-net-worth individuals, families, endowments, foundations, and corporate retirement plans. Their core services encompass wealth management, asset management, and fiduciary services, focusing on long-term financial planning and investment strategies.

Founded in

United States