For CPAs, Attorneys & Professionals
K&K partners with CPAs, attorneys, mortgage brokers, and real estate professionals who already serve high-net-worth clients. You keep the relationship. Your clients get coordinated planning. We send our clients your way in return.
Collaboration, not competition. You keep your clients and your relationships. We fill the gap between specialists so everything works as one plan.
Tax
Wealth
Risk
Legal
Business
Lifestyle
The gap professionals already see
Your best clients already have the pieces of a plan: a great CPA, a sharp attorney, a trusted lender. What they rarely have is anyone connecting those pieces into one strategy. That gap is where money quietly leaks every year, and it's the gap the Virtual Family Office model was built to close.
K&K works alongside the professionals your clients already trust. We don't replace the CPA, the attorney, or the advisor. We quarterback the strategy across all of them, so the work each of you does lines up instead of working against itself. You keep the relationship and the recurring work. Your client gets a better outcome and credits you for the introduction.
Both partner types run on the same principle: collaboration, not competition.
We look for accounting firms with high-net-worth clients who would benefit from coordinated planning. K&K builds the advanced tax planning strategy, then works with your firm to handle the filings. Your client stays your client, and your firm keeps the compliance work that strategy generates.
The Virtual Family Office brings multiple disciplines together for one client, which means the best partners are professionals who already serve that same client from another angle: mortgage originators, banks, real estate agents, attorneys, and anyone whose work touches a high-net-worth household.
The referral runs both directions. Our clients need CPAs, lenders, attorneys, and agents. Our partner network is who we recommend first.
When you introduce a client to K&K, they step into a coordinated team rather than a single product pitch.
The tax strategist, the estate attorney, the risk specialist, and the wealth manager all work from one coordinated plan instead of six separate ones. No more silos, no more gaps between specialists.
The typical K&K client gets advanced tax planning that happens before December 31, not a summary of what already happened. That coordination shows up as real savings, not just compliance.
An estate structure that matches the investment plan, and risk coverage sized to the real picture. Your client sees the value, and they remember who opened the door.
A short call to understand your client base and where coordinated planning would help most. No commitment, no pressure.
We map who does what so the boundary between your work and ours is clear from day one. You keep your relationships and your scope.
When a client fits, you make a warm introduction. We take it from there and keep you in the loop throughout the engagement.
As K&K clients need a CPA, a lender, an attorney, or an agent, our partner network is who we point them toward first.
The coordination model behind the partnership
Most high-net-worth clients have the right specialists. What they lack is a quarterback connecting them. The Virtual Family Office model fills that gap across six disciplines: tax, wealth, risk, legal, business advisory, and lifestyle concierge.
When you refer a client to K&K, you're not handing them off to a competing firm. You're connecting them to a coordination layer that makes your own work more effective. Their tax strategy improves. Their estate plan aligns with their investments. And you get credit for the introduction. Learn more about our story and why we built this model.
Become a Partner
The simplest way to see the fit is to run the numbers. Take our short diagnostic to see what coordinated planning could uncover for a typical client in your book, then start a conversation about partnering.
Prefer a direct conversation? Start a conversation or call (804) 372-8307.
Important disclosure: Kotini & Kotini coordinates planning across six financial disciplines and works alongside partner professionals, including CPAs, attorneys, and advisors operating in their own licensed and credentialed capacities. Tax filing is performed by your firm or by CPA partners coordinated through the K&K Virtual Family Office network. Investment advisory work is performed by credentialed CFPs, CFAs, or RIA partners operating in a fiduciary capacity. Legal documents are drafted by partner attorneys in their licensed capacity. K&K does not custody assets, execute trades, file tax returns, draft legal documents, or perform business valuations directly. See K&K disclosures for the full description of the coordination model.
