Kaysar Advisory partners with families and family offices to provide senior leadership, operational structure, and strategic clarity — bringing the experience of a full-time family office executive to engagements scaled to what your family actually needs.
Start a ConversationBuilt on decades of experience across law, finance, and direct investing — Kaysar Advisory exists to serve families who want more than a transaction.
Kaysar Advisory was founded by Michael Rutner, a private investment and family office executive with a career spanning transactional law, institutional finance, private equity, and hands-on family office leadership.
Michael has served in senior family office leadership roles, overseeing complex financial operations across public and private holdings — including portfolio governance, transaction evaluation, operational infrastructure, and coordination with external advisers. His direct experience spans industries including oil & gas, aviation, healthcare, technology, and security.
Michael brings a rare combination of legal acumen, investment discipline, and operational perspective — the kind of integrated thinking that complex family wealth demands.
Helping families define financial objectives, evaluate overall portfolio outcomes, and coordinate with their chosen investment advisers, trustees, and other professionals — bringing senior-level perspective to the decisions that shape long-term wealth.
Designing the frameworks, policies, and decision-making processes that help family offices operate with clarity and accountability across generations.
Supporting families through major liquidity events, ownership transitions, and the structural work that follows — coordinating attorneys, accountants, and bankers, and helping families think through the framework that should guide their wealth in the years ahead.
Helping family offices build or refine their operational infrastructure — from reporting and compliance to vendor management and team building.
Supporting families through leadership transitions, next-generation education, and the alignment of family values with long-term financial strategy.
Helping families build the professional ecosystem that supports complex wealth — attorneys, accountants, trust officers, registered advisers, and operating partners — and creating the connections that strengthen long-term stewardship.
Every engagement begins with deep listening — understanding your family's history, values, priorities, and the specific challenges you face.
A clear-eyed assessment of where things stand, followed by practical recommendations rooted in real-world investing and operational experience.
Ongoing partnership — not just advice. Kaysar works alongside your family to implement strategies, monitor progress, and adapt as circumstances evolve.
Whether you're establishing a family office, looking for a fresh perspective on your investment approach, or navigating a complex transition — I'd welcome the chance to connect.