KCP and its principals have been providing state of the art estate planning, life insurance, and wealth creation strategies to high-net-worth families and successful businesses for over four decades. The goal has always been to provide the gold standard in wealth planning and control, with a focus upon maximizing wealth to future generations, protecting family businesses, and maximizing tax efficiency. 

NNA provides accounting firms, affluent individuals, and businesses across the country with expertise and education in a number of different practice areas. NNA works with some of the country’s most respected accounting firms and their clients to help them achieve their business and wealth planning goals.

Over the years, NNA and KCP have adopted the Kanban Method of efficient planning, management, and workflow.   Kanban aims to help our planners visualize workflow process and maximize efficiency with continuous improvement.  In the ever-changing estate, business, and tax planning industries, this approach helps ensure delivery of information and strategies that produce the best available results for our clients and their professional advisors. 

Kanban Center for Planning & Control locations include New York, Connecticut, Tennessee, Florida, and Israel.  Our goal is to establish our centers in all areas of the United States and selected locations abroad.