In "Leaders List" Q&A with Citywealth, Private Wealth partner Kevin Keen, Dallas, discussed the core of his practice — ultra-high-net-worth (UHNW) individuals, their private businesses and family offices — what it’s like being a trusted advisor and expanding Katten's footprint in Texas.
The opportunity to grow Katten's Private Wealth practice in the Lone Star State was prompted in part because of changing dynamics spurred by the COVID-19 pandemic.
"The global pandemic has propelled an influx of mobile UHNW clients from other, high-tax jurisdictions, as well as public and private companies alike relocating headquarters or expanding operations into Texas," Kevin said.
Kevin also noted a shift in investment strategies. Clients — especially younger entrepreneurs in tech or the crypto space, and family offices — have shifted toward more deliberate investing. "These clients have sought to engage in more purposeful investing to shape society and influence long-term value creation and preservation," he said.
"Leaders List interview: 60 seconds with Kevin T. Keen, Katten," Citywealth, June 22, 2022
Dallas
