With over 100+ years of combined experience in wealth management, tax, accounting, and legal services specifically tailored to wealthy families and family offices, our clients rest knowing that someone is looking out for their best interest so they can focus on more enjoyable aspects of life and/or their operating business.
In order to make informed and objective decisions, you need a condensed, transparent, and tailored overview of your liquid and illiquid assets. We provide the best aggregation of such information to our clients on a regular basis for long term planning in the format best suited for their needs and make sure they are accessible at all times.
Experts in handling complex portfolios, our tax and accounting professionals maintain complete books and records, as well as provide tax preparation services. They ensure the family office is tax compliant but also with licensed, professional tax optimization guidance to proactively and on a constant basis seek out tax-saving opportunities for our clients. Additionally, our tax and legal teams add another layer of active tax planning for our clients throughout the year.
As an add on fee service, our team delivers customized lifestyle management services to unburden our clients from daily, time-consuming details, allowing them more time to focus on pursuing their personal, professional and financial goals.
We help our clients manage their banking needs by working as an intermediary with their or our banking partners to make banking matters such as loan applications, deposits, cash withdrawals, transfers as simple and as care free as possible.
Five Keys Capital Advisors is a Securities and Exchange Commission (SEC) registered investment adviser that specializes in fixed income, equity, and alternative assets. Five Keys manages capital in private funds and through separate accounts tailored to each clients’ individual needs and objectives.
Through Kennedy Legal Firm PLLC we have in-house attorneys available to handle and oversee a significant scope of clients’ personal, legal, and business affairs, as well as crisis management. They often represent multiple generations of family members and, in so doing, establish, maintain and oversee complex family estates and trusts. Additionally, the legal team provides trustee, corporate, transactional and business services in furtherance of family business entities and interests.
Our experienced team provides corporate secretarial services ensuring that the highest standards of corporate governance are maintained. We also form entities, maintain company records, as well as file and maintain all state and federal filings.
We offer a variety of administrative services and logistical support that are essential to the smooth running of a family office.
Management, administration and custodial arrangements for all type of non-financial assets including yachts, aircraft, super cars, horses, artwork, wine and other valuables. Structuring assets from a tax planning perspective and dealing with all administrative aspects, including insurance, valuations, servicing and maintenance and sales.
Mike brings over 30 years of finance and accounting experience to the business. His experience includes consulting to local family offices in Austin and Dallas as well as the top executive role with a large Family Office and Investment Group of companies. He holds a Masters in Management and Administrative Science from the University of Texas at Dallas, and an accounting degree from the University of Texas at Austin. He is a Certified Public Accountant.
Matt is a licensed attorney and serves as both a partner in Five Keys Legal and also as chief executive of Five Keys US. A large part of Matt's legal experience has been primarily serving as associate general counsel and ultimately as general counsel to a large family office focused on the management of a variety of global investments, with an emphasis in private equity, hedge funds, separately managed accounts, as well as commercial real estate ventures mainly in the UK and US. Matt also has extensive experience in tax and transactional planning for the firm's clients.
Keith W. Kennedy began practicing law in Waco, Texas in 1970. At the beginning of his career, Keith handled a diverse variety of legal matters in his private practice ranging from primarily defense litigation to corporate and business matters. In 1979, Keith was hired by one of his clients to run an oil & gas business. In 1982, this business was acquired by one of the largest commercial real estate developers in the US, based in Dallas, and by 1985 Keith had assumed the role of general counsel for the family businesses of this company. He continues to this day that relationship with that family office. In 1992, Keith formed the law firm of Keith W. Kennedy & Associates and in 1998 expanded his law practice to include the representation of approximately a dozen other select family office and high net worth clients. By focusing on a select number of clients, Keith set out to provide concentration and exclusivity to clients that is atypical of most every other law firm.
In late 2008, Keith W. Kennedy & Associates, LLC proudly became Kennedy Legal Firm PLLC with the addition of Keith’s son, Matthew, as the firm’s second partner.
Jay Bruno, as President and Chief Operating Officer of Five Keys Family Office, is continually focused on exceeding expectations in our unwavering pursuit of providing tailored and comprehensive wealth management, tax optimization, and concierge services to our valued clients.
Prior to joining Five Keys US, Jay was Chief Financial Officer for family controlled Bruno Restaurant Group, which owned and operated five unique hospitality concepts. He led performance management, accounting functions, corporate strategy, supply chain, IT, and Human Resources.
Before entering the entrepreneurial arena, Jay held a variety of executive financial and operational roles at Fortune 500 companies (PG&E and Entergy) for over 15 years. He had a proven track record directing initiatives in an array of functional areas (including Finance, Real Estate, Customer Service, and Strategic Sourcing), with a concentrated focus on operational excellence and client satisfaction.
Jay holds a MBA from the University of Louisiana and earned both a B.S and B.A. from the University of Holy Cross. Jay has been married for 23 years to wife, Tricia, and has two sons (James and Davis).
Carolyn is an accountant by profession, working for large London accountancy firms at the start of her career where she specialised in solicitors’ rules work, VAT consultancy and various creative industries. After some years within smaller family run businesses, she has spent the past twenty years working as the UK representative of a family office, dealing with every aspect of the business from overseeing investments to day-to-day operational requirements.
Carolyn has lived in various European countries , before returning to base herself in England, but maintains a strong interest in international affairs. She has recently obtained an MA in Creative Writing and is passionate about her book blog and her dog!
Mr. Sullivan is the President, Chief Investment Officer and a Principal of Five Keys Wealth Management, Inc. He is involved in all areas of the firm and serves as the primary portfolio manager and investment strategist. Prior to Five Keys, Mr. Sullivan was the Executive Vice President and Senior Portfolio Manager for a Dallas- based family office for over eleven years.
Prior to the family office, Mr. Sullivan was a Managing Director of PBL Capital, a multi-strategy investment firm where he was responsible for originating, structuring, and closing private debt and equity investments. Prior to PBL Capital, Mr. Sullivan was the Chief Credit Officer for ORIX Finance, a high yield, leveraged loan, special situations and structured products investor. Preceding ORIX, Mr. Sullivan was a Portfolio Manager and the Director of Research or Sage Advisory Services, Ltd. Co., a registered investment advisor in Austin, Texas. During this time, he managed the Lone Star CBO Fund, high yield portfolios, ETF strategies, and separate client accounts for individuals, institutions, endowments, and foundations.
Mr. Sullivan’s finance career began at Texas Commerce Bank (JPMorgan/Chemical Bank) and followed by several years with the Long-Term Credit Bank of Japan, where he was responsible for the energy and industrial loan portfolio. Mr. Sullivan holds a MBA from Thunderbird, the American Graduate School of International Management, and is proficient in Japanese. He earned an BBA in Finance from the Cox School of Business at Southern Methodist University. He also received the Chartered Financial Analyst designation in 2001 and is married with two children.