We are a private investment firm exclusively serving the Kay family. We generate reliable income and superior long-term returns to support the Kay family and their private foundations. Our office does not accept external capital or outside clients.

Our Investment Focus

Founded in 2009, our investment focus is on Alternatives, Private Equity, and Real Estate.

briefcase-solid

Investment Management

Our customized portfolio management offers tailored investment strategies designed to meet your specific financial goals. We ensure robust asset allocation to mitigate risk and maximize returns. Ongoing performance monitoring keeps your investments aligned with your objectives.

Financial Planning

We create personalized financial roadmaps to guide your decisions and ensure long-term success. Our retirement planning strategies secure your financial future while maintaining your desired lifestyle. Effective cash flow management supports your wealth through budgeting and expense control.

Tax Strategy

Our tax optimization techniques minimize liabilities and enhance after-tax returns. We ensure compliance with the latest tax laws and regulations, keeping your financial affairs in order.

Estate Planning

We structure your estate to preserve wealth for future generations through legacy planning. Our trust services establish and manage trusts to protect your assets, and our succession planning ensures a smooth transition of wealth and leadership within your family.

Philanthropic Advisory

Our strategies maximize the impact of your charitable giving. We help establish and administer private foundations, and our grantmaking services identify and support causes that align with your values.

Compliance

We ensure adherence to the latest tax laws and regulations to keep your financial affairs in order, providing peace of mind and security in your wealth management.

Careers

Tee Hub is always looking for talented professionals to join our team.

[email protected]

16381 Scientific, Irvine CA 92618