KH Private Wealth

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Dallas, TX
KH Private Wealth

That’s why we formed the Karrh Wealth Management Group: to provide services and build long-term relationships based on trust with high-net-worth families.

Kevin Karrh, CIMA, CFP, Managing Director/Investments; Branch Manager
Zach Hope, CPWA, CPFA, Financial Advisor Associate
Geri Dvorak, Sr Registered Client Service Associate
Carson Zumwalt, Client Service Associate
Sarah Stuart, Client Service Associate
Tyler Von Richter, Client Service Associate

Hours: Monday – Friday 8:00 AM – 4:30 PM

You deserve a wealth management team that can adapt to

the ever-changing markets and guide you through even your most complex financial matters. Let us help you develop a long-term plan that not only addresses your investments, but also your estate planning, trust, retirement planning, and wealth transfer needs. We primarily serve affluent families who are interested in wealth management aspects of family office services; however, we also work closely with business owners and individuals. Our goal is to a gain a deep understanding of your overall financial situation, addressing cash flow, asset management, legacy planning, philanthropy goals, and tax review needs. After hours by appointment only.
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08/28/2026

Sometimes the reason to borrow is that you can afford not to sell.

For families with substantial assets, borrowing can be a strategic choice rather than a necessary one.

Selling may create taxes. It may interrupt an investment strategy. It may force a decision at the wrong time.

In other situations, using credit may preserve flexibility while allowing other assets to remain in place.

The question is not simply whether the family can pay cash.

It is whether paying cash is the best use of capital at that moment.

08/26/2026

A $15 million balance sheet can still have a liquidity problem.

That can happen quietly.

A meaningful portion of wealth may be tied to a business, real estate, private investments, concentrated holdings, retirement assets or trusts. None of that is unusual.

The question becomes how much flexibility the family actually has when capital is needed quickly.

A tax payment. A property purchase. A private investment. A business opportunity. An unexpected obligation.

The balance sheet may be strong while the available capital is limited.

That is when liquidity becomes less about cash on hand and more about how the entire balance sheet is structured.

08/24/2026

There is a common thread running through markets this week: the environment is getting more selective.

Five Things That Matter To You

1. The Fed faces two tests.
PCE inflation arrives before Chair Kevin Warsh speaks at Jackson Hole.

2. AI expectations are being tested.
Semiconductors have fallen more than 20% from their June peak, even as AI-related spending remains substantial.

3. AI is beginning to change hiring.
The effect is still narrow, but more visible in certain industries and entry-level roles.

4. Housing is feeling higher rates.
Housing starts and pending home sales both weakened in July.

5. Some large investors are broadening beyond AI.
Positioning has expanded toward areas such as Financials, Health Care and Energy.

The bigger picture matters more than any one headline.

Capital costs more. Expectations are higher. Housing activity is showing strain. Businesses are becoming more selective. And market leadership may be broadening.

For families making long-term decisions, the question is not whether every signal points in the same direction. It is whether the assumptions behind those decisions still hold.

Explore more in The Wealth Playbook:
https://khprivatewealth.com/the-wealth-playbook/

08/19/2026

The wealthiest families rarely make one financial decision.

They make a decision, then live with everything it sets in motion.

A business sale isn't just a liquidity event.

It's a tax event.

An estate planning event.

An investment event.

And often, a family event.

The same is true for a major gift, real estate purchase, inheritance, concentrated stock position, or significant estate change.

Most people focus on the transaction.

Families who sustain wealth focus on the consequences.

Before making a major financial decision, ask:

"What are the next five dominoes?"

Because wealth is rarely built or lost in the first move.

It's shaped by the decisions that follow.

08/17/2026

The big market themes have not changed dramatically. What is becoming more important is what is happening underneath them.

Five things we are watching:

1. Earnings remain solid.

2. AI is entering a stage where results matter more than spending alone.

3. Diversification deserves a wider lens.

4. Parts of the economy are softening while others remain resilient.

5. Long-term interest rates deserve just as much attention as the next Fed decision.

Our takeaway: the backdrop remains constructive, but selectivity matters more from here.

08/14/2026

The first $5 million changes the questions.

The focus may have started with building, saving and investing.

Then complexity arrives.

Company equity matters more. Taxes require more planning. Estate documents deserve another look. Liquidity, gifting and diversification begin to intersect.

This is often where wealth shifts from accumulation to coordination.

The planning should evolve as the wealth does.

08/12/2026

Not every opportunity deserves a yes.

Success creates access. More investments. More properties. More invitations. More ways to help. More things worth considering.

The challenge is that good opportunities still require something from you.

Capital. Attention. Oversight. Time.

At some point, the better question is not simply whether an opportunity is attractive.

It is whether it belongs in the life you are trying to build.

Sometimes clarity is knowing what not to add.

08/10/2026

A conversation we've been having with clients lately: should we be chasing the run in collector cars, the kind where a Ferrari that traded for $275,000 a few years ago is now selling for $550,000?

Our answer was the same one we'd give about any hot trend: understand why it's happening before you decide whether to participate in it. In this case, it's money looking for real, tangible stores of value while it waits out a market full of open questions, not speculation for its own sake.

That same discipline, understand the driver before you act on the headline, is the lens we bring to markets every week. Five things we're watching, and why they connect:

1. Inflation gets another test. The next reading shows whether disinflation continues or persistent input costs keep pressure in place.

2. The labor market is cooling. Hiring has softened while business activity holds up. The question is whether that stays orderly.

3. Earnings remain the support beam. Q2 results beat expectations. With valuations elevated, delivery matters more than ever.

4. AI is becoming a capital allocation story. The buildout has moved past tech stocks into data centers, power demand, utilities, and credit markets.

5. Market leadership is broadening. Strength is extending well beyond the largest names, a healthier setup than one resting on a handful of leaders.

The individual data points matter. The connections between them matter more. Inflation moves rates. Rates move valuations and financing. Employment moves demand. AI spending is starting to reshape capital needs across entire industries.

Seeing those second-order effects before they show up in a headline is where real perspective earns its keep.

That's how we think about portfolio management at K|H: less about reacting to this week's news, more about what it means three moves from now.

More in The Wealth Playbook: khprivatewealth.com/the-wealth-playbook/

08/07/2026

Giving generously and giving intentionally are not always the same thing.

It is easy for philanthropy to become reactive. A request comes in. A friend is involved. An organization needs support. A check gets written.

There is nothing wrong with spontaneous generosity.

But some of the most meaningful giving happens when a family decides, together, what they care about enough to support over time.

What do we want to help change?

Which organizations do we want to know well?

What do we want our children and grandchildren to learn from the way we give?

Because philanthropy is not simply about giving money away. It is one of the ways a family can put its values into action.

The amount is the easy part. The intention is the harder one.

08/05/2026

Most parents do not lose sleep over how much their children will inherit. They lose sleep over who their children may become because of it.

Will wealth weaken their ambition?

Will they understand the work and sacrifice behind it?

Will they be prepared to make thoughtful decisions when the responsibility eventually becomes theirs?

These concerns often lead families to avoid the conversation altogether. Yet silence rarely prepares the next generation for the responsibilities, expectations, and decisions that accompany significant wealth.

Preparing heirs does not require sharing every financial detail at once.

It begins with conversations about values, work, stewardship, generosity, and the purpose wealth is meant to serve.

The goal is not simply to transfer assets.

It is to prepare the people who will one day be responsible for them.

Address

Dallas, TX

Telephone

+19722142808

Website

https://www.thewealthplaybook.com/

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