How and Why Kochis Global Came To Be
For many years Tim Kochis has been a very active participant in the US wealth management profession, leading firms, serving clients, and participating in efforts to bring the benefits of competent and ethical financial planning advice to large populations in the US and around the world. For more info, see Background Tab.
In the past decade or so, since stepping away from direct engagement with end-clients, Tim established the professional identity, Kochis Global, to focus on the advisory firms, themselves. Through Kochis Global, Tim is deeply engaged in training programs for next generation talent and provides advice and guidance to firms, worldwide, on strategic planning, particularly regarding the often deeply emotional issues of transitions of management and firm ownership. His work is designed to help them adopt proven strategies, avoid the mistakes that others have suffered through trial and error, and achieve reliable staying power. Some firms strive to remain "independent" indefinitely, others entertain a near term transaction of merger or acquisition. In every case, the ultimate goal is always durable success.
In 2026, Tim entered into an informal, but exclusive, co-venture of collaboration with Mark Wilcox, principal of Highledge Advisors to combine his and Mark's respective talents and experience to serve firms in those situations where that best meets the firm's needs. See more detail in Services and Fees Tab.