Innovest Family Office provides customized services to families. We become great partners and stewards of family wealth. Our integrated suite of personalized services will help families achieve their goals, today, tomorrow and for generations to come. 

Innovest Family Office operates independently, free of conflict, and fully aligned with clients' interests. We support our clients in their accounting and lifestyle needs to reduce the administrative burden of managing their wealth.

WE Provide

  • Estate & Wealth Transfer Planning

  • Integrated Accounting & Cash Flow Management

  • Income & Gift Tax Advisory

  • Employment/Human Resources Administration

  • Asset Protection & Oversight

  • Family Governance

  • Philanthropic Consulting

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About Us

Karen Winkelman, CEO, leads the Innovest Family Office team. She oversees all income and estate tax planning, financial planning, customized financial reporting, bookkeeping, bill pay and cash management services. She also provides insurance oversight, employee supervision, and family governance support for her clients.  She is honored to serve as the personal CFO/COO for her clients.

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