KREFT OVERSIGHT
Oversight • Coordination • Governance
An independent oversight firm serving complex families requiring integrated strategic alignment across tax, estate, investment, insurance, and financial disciplines.
The Structural Problem
As wealth grows, advisory structures often fragment — tax, legal, investment, and risk decisions executed independently, without a governing framework to ensure alignment over time.
The Oversight Model
Strategic Architecture
Comprehensive Lifetime Plans developed across tax, estate, investment, insurance, and financial disciplines.
Governance Integration
Cross-advisor coordination under a unified Lifetime Oversight Strategy.
Long-Range Alignment
Structured review cycles ensuring sustained execution across rolling 10–15 year planning horizons.
Engagement Model
Kreft Oversight works with a limited number of families who require disciplined, cross-disciplinary governance. Engagement is by private introduction.
Founder
Michael Kreft established Kreft Oversight after observing that financial complexity tends to outpace coordination. His work centers on disciplined governance — ensuring that independent advisors execute within a unified, long-range strategic framework.