customized Financial management Support for individuals and families

 

Thomas Kahn CPA, CFP®, CFA

McKnight Consulting, LLC is a consulting service with over 25 years of experience addressing the financial needs of families and individuals in the St. Louis area.  We offer independent one-on-one counsel for those seeking either all-inclusive advice or just one or two targeted services. McKnight Consulting, LLC can also function as an alternative to both your own single family office or that of a more institutional multi-family office experience.  

With McKnight you have people solely dedicated to working on your behalf with discretion and confidentiality. Our goal is to help you make informed decisions, develop peace of mind and allow you the freedom to determine the best use of your time to enjoy life.  

McKnight Consulting is affiliated with Financial Support Services which has been providing oversight to clients' daily financial needs for almost 20 years.  Go to Financial Support Services website

How we can Help

RECORD KEEPING AND Reporting

PAYING BILLS

BUSINESS ENTITY SUPPORT

cash flow planning

Tax coordination/planning

Charitable Giving

INDEPENDENT INVESTMENT REVIEW

domestic help oversight

estate planning

Oversee Real estate

One-time projects

coordinating your advisers


Our services to your family

Your Records

Make sure all your personal records are in order. Careful accounting of all your assets. Periodic reporting on net worth. 

 investments

While we do not provide investment management services, we can help you work with you investment manager and aggregate accounts if you have multiple advisers.   

Paying Bills

Make sure all income received and bills paid with a detailed reporting.  Advise on expenditures to ensure your spending is appropriate.


Tax Coordination 

Coordinate income and gift tax compliance with preparer - orchestrate document collection, review returns and provide tax planning.

Domestic Help

Attend to household employees and provide all payroll support.

Real Estate

Manage income and expenses for home, investment and vacation properties.


Business Entities

Provide accounting for business entities.  Prepare financial modeling for on going operations and new ventures.   

 

Charitable Giving

Coordinate charitable giving.  Monitor  private foundations for regulatory compliance and to limit excise tax.

 

Coordinate advisers

Leverage benefits of all advisers through effective coordination.  Implement and monitor estate planning strategies. Create models to evaluate alternatives.

 

Thomas Kahn, Managing member

Tom Kahn enjoys working with a wide spectrum of individuals and families.  He has 25 years of experience providing very personalized advice.  He is a CPA and holds both the Charter Financial Analyst and Certified Financial Planner® designations.

Our clients

We customize our consultation to your needs from one or two specific areas to a wide array of services.   We have served four generations of one family as well as individuals and families with less extensive needs, elderly in need of assistance and others.