Multi-Family Office

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Infinitas

Infinitas was founded in 1990 in Overland Park, Kansas, a suburb of Kansas City. The firm established its practice to serve local business owners and...

Infinitas logo

Infinitas

Infinitas was founded in 1990 in Overland Park, Kansas, a suburb of Kansas City. The firm established its practice to serve local business owners and high-net-worth individuals seeking integrated financial counsel—a model that combines retirement planning, estate planning, and investment advising under one advisory roof. Over three decades, Infinitas has maintained a deliberate focus on the Kansas City metropolitan area, building a client base that skews toward privately-held business operators and their families. The firm's investment approach is grounded in holistic wealth management rather than a single asset-class focus. Infinitas provides investment advisory services that span public equities, fixed income, and alternative structures, though the firm does not publicly disclose specific portfolio holdings or allocations. The emphasis remains on constructing personalized plans that coordinate retirement timelines, estate transfer strategies, and business succession—an approach described in its public communications as business planning for owners navigating liquidity events or generational transitions. Infinitas's geographic reach concentrates on Johnson County, Kansas and the broader Kansas City region. Infinitas does not publish team headcount or total assets under advisement. The firm maintains a single office in Overland Park and has not publicly launched adjacent vehicles, philanthropic foundations, or co-investment clubs. Its operational posture—steady, local, private—is characteristic of independent wealth managers that prioritize long-duration client relationships over platform scale. No recent operational events such as acquisitions, leadership changes, or new fund launches have been reported in the last 24 months. Structurally, Infinitas distinguishes itself through deeply embedded local relationship networks rather than institutional platform infrastructure. The firm's small-team architecture and single-office footprint create a high-contact advisory model where principals maintain direct stewardship over client plans—a governance structure common among Midwestern multi-generational wealth practices. In an industry increasingly dominated by aggregator platforms and national RIAs, Infinitas represents the enduring independent fiduciary model built on regional trust and family-office-style continuity.

General information

Firm type

Multi Family Office

Year founded

1990

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Overland Park

Corporate office

Overland Park, KS, United States

Sector focus

Wealth ManagementEstate PlanningRetirement Planning

Frequently asked questions

How does Infinitas structure its client relationships?

Infinitas operates as a fiduciary advisor, meaning it is legally obligated to act in the best interest of its clients rather than selling commissioned products. The firm bundles investment management with retirement planning, estate planning, and business succession advice, positioning itself as an ongoing family CFO rather than a transactional broker. Client engagements tend to be long-duration, multi-generational relationships concentrated in the Kansas City metropolitan area.

Who is the typical Infinitas client?

The firm focuses on business owners and high-net-worth individuals, particularly in Johnson County and the broader Kansas City region. Infinitas's published materials emphasize services for entrepreneurs navigating liquidity events—such as business sales—and families planning intergenerational wealth transfers. The firm does not publicly disclose a minimum asset threshold for new client engagements.

Does Infinitas manage assets in-house or outsource to third-party managers?

Infinitas provides investment advisory services directly, though the specific operational model—discretionary portfolio management versus third-party manager selection—has not been publicly detailed. The firm's regulatory disclosures classify it as a registered investment adviser, which permits it to manage client portfolios on a discretionary basis. The exact blend of in-house management and external fund allocation is not disclosed.

How does Infinitas handle retirement planning for business owners?

The firm integrates retirement planning into its broader wealth management framework, addressing both personal retirement goals and business exit strategies. Infinitas advises on qualified retirement plans, distribution timing, and tax-efficient withdrawal strategies tailored to entrepreneurs whose wealth is often concentrated in operating businesses. The firm's communications emphasize coordinating retirement milestones with estate planning and business succession timelines.

Is Infinitas part of a larger financial institution or aggregator network?

No. Infinitas operates as an independently owned wealth management practice based solely in Overland Park, Kansas. The firm has no disclosed affiliation with a bank, national RIA aggregator, or institutional parent company. It represents the independent fiduciary model—local ownership, single-office footprint, and direct principal-led client service.

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