Keel Point is an independent wealth management and family office advisory firm based in Washington, D.C. The company specializes in serving high-net-worth individuals, multi-generational families, and institutional clients. Keel Point focuses on providing strategy-based, individualized solutions to help clients manage their financial responsibilities and achieve long-term goals. The firm offers a range of services, including personalized financial planning, investment management, and philanthropic strategy. For multi-generational families, Keel Point provides estate planning, trust administration, and family governance through its Horizon Family Office and Keel Point Trust Company. Additionally, the company offers advisory services for institutions, focusing on asset management and corporate benefits solutions, such as retirement plan design and administration. Keel Point emphasizes a client-centric approach, combining financial expertise with personalized service to meet the complex needs of its diverse clientele.