Kinsight

Kinsight is a financial planning firm based in Birmingham, Alabama. The company is small, with a team of 4 employees and generates an annual revenue of $5 million. Kinsight specializes in working with affluent families. The company's mission is to help families define their life purpose and align their financial resources accordingly. Kinsight offers a range of services, including comprehensive financial planning, investment management (both traditional and alternative), and family office services for families with significant assets. Their target clientele comprises families with investable assets exceeding $1 million, and they specifically cater to families with total assets exceeding $10 million through their family office services. Kinsight differentiates itself by focusing on the holistic aspect of financial planning, going beyond traditional approaches to address clients' life purpose and desired outcomes for their families and wealth. Their experience working with over 200 established families with existing financial plans demonstrates their expertise in helping clients achieve clarity and alignment. Families interested in Kinsight's services can visit their website at kinsight.com.