Keren James's Colleagues at The Rikoon Group
Keren James's Contact Details
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Albuquerque-Santa Fe Metropolitan Area
The Rikoon Group
Keren James's Company Details
The Rikoon Group guides families, non-profit organizations and business enterprises toward financial security, independence, and long-term sustainability.Our GoalsMeet clients' present & future financial, intellectual, and social needs in an ethical wayMaximize cash flow and appreciation using a variety of investment vehiclesReconcile competing needs for safety, income & appreciationMinimize income & estate taxesBring families together using positive and inspiring models of personal growthProtect a family's wealth across generationsOur ServicesCustomized Portfolio ManagementEstate Planning AssistanceTrust AdviceCash Spending AnalysisIncome Tax and Insurance ReviewMulti-Generational CounselingFinancial Education for the Entire FamilyCoordination of Financial Affairs with Other ProfessionalsBusiness ConsultingPrivate Real Estate Investing OpportunitiesESG (Environmental, Social, Governance) and Sustainable InvestingProperty Management