Focusing on Building and Preserving Generational Wealth

Focusing on Building and Preserving Generational Wealth

Serving your Financial Goals with a Winning Strategy!

Knowledge
Dedication
Trust

Preserving and Growing Your Legacy

KDT is an independent investment advisor wholly owned by the founders and our clients. KDT offers global support and the convenience of a small family office that is personalized to your needs and driven by transparent, cost-effective investment strategies that protect and grow your wealth.

advisory services

The Investor retains KDT with access and management role, however there is an emphasis on guidance, with every and each investment decision and change only being implemented upon Investor’s authority.

discretionary services

The Investor retains KDT with access and management role, and delegates the transaction, decision making and implementation to the Advisor in accordance with the agreed mandate.

financial planning

The Investor has a specific objective or plan they are looking to achieve, which can include retirement planning, funding education, or managing legacy positions or inheritance, for the Advisor to provide guidance or report on for a defined period of time.

Knowledge – Dedication – Trust

From the Court to the Market:
Excellence in Every Arena

With the experience of KDT’s multi-generational family advisors, your values and success is our core focus on providing expert guidance and exceptional service

Call us for an inquiry: Monday to Friday 9 am – 5 pm New York, Eastern Time

+1 (929) 293-1270

Knowledge – Dedication – Trust

Our Team

Colin Dowdeswell

Founder, Advisor

Roger Dowdeswell

Founder, Compliance Officer

Timothy Dowdeswell

Co-Founder, CIO

Willena Louwrens

Administrative Assistant

Knowledge – Dedication – Trust

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