Plotting a Stable Flight Path for Your Financial Success
Our Purpose
At Kamal Capital Group, our mission is to help clients maximize the efficiency of their capital through disciplined, institutional-style investing, comprehensive retirement planning, and strategic wealth structuring. We are guided by core values that define our approach: a commitment to formal, cost-effective investment strategies that minimize taxes; building close, trusted relationships with every client; delivering value-added services that support both personal and business success; and fostering a sense of community through meaningful events and gatherings. By combining decades of experience with creative strategies, we empower high-net-worth individuals, families, and businesses to achieve long-term financial success.
Custody Provider
Goldman Sachs Custody Solutions provides independent advisors brokerage and custody services. We help transform the advisor experience with an intuitive, digital-forward platform to streamline operations. Our modern, nimble, and open architecture capabilities connect advisors to Goldman Sachs’ world-class services and tools. More than a custodian, we are a gateway to the institutional power of Goldman Sachs.*
Our Story
Our company was founded in 1984 by John Heinrich, focusing on retirement planning for airline pilots. Danny Kamal joined the firm in 1999 as an advisor and Delta Air Lines pilot. The firm’s focus expanded to include aviation and corporate executives. Robert Kamal joined the Kamal Group after John’s passing. Robert, a software executive and entrepreneur, added small businesses (especially in aviation) to our client base. The group now focuses on providing family office services to ultra-high-net-worth individuals and businesses.
A New Era in Comprehensive Wealth Management
Financial Planning
Investment Management
Insurance Solutions
Trust & Estate Tax Planning
Risk Mitigation Strategies
Family Advisory Services
Business Transition & Succession Planning
*Custody, clearing, and certain brokerage services are offered by Folio Investments, Inc., d/b/a Goldman Sachs Custody Solutions (“GSCS”), a registered broker-dealer and Member FINRA/MSRB/SIPC. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies. Additional brokerage services are provided by Goldman Sachs & Co. LLC (“GS&Co.”), which is an SEC-registered broker-dealer and investment adviser, and Member FINRA/MSRB/SIPC. The contents of this message shall not constitute an offer, solicitation, or advice to buy or sell securities. GSCS, GS&Co., and their affiliates do not control, and are not responsible for, any information or other content provided on the Kamal Capital Group website, including any prospectuses, reports, summaries, or other data provided herein.