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Family Office

About K&B Family Office

K&B Family Office was first created to fulfill the needs of the founders. Based on our own personal experience, we have developed a complete and organized approach to Wealth Management.

When assets reach certain size, their complexity will increase. As a result, the need of several professional experts mandates an integrated wealth management. This is precisely what K&B Family Office provides: to act as a privileged interlocutor for the families, providing integrated services as diverse as financial advisory, wealth management, legal and fiscal planning, wealth structuring, real estate asset management, etc.

The K&B Family Office becomes the center of decision-making process. It enables a perfect coordination between all areas related to the family wealth.

K&B Family Office Pillars

Each client / family has different characteristics and needs which K&B Family Office aims to provide solutions. These solutions can be divided into five pillars of services :

  • Family Governance: the objective is to determine with the client what is the decision making process of the family. If there is no process, K&B Family Office collaborates with the family to establish a plan for family governance.

  • Wealth Structuring: the goal is to define and implement an optimal legal organization chart. Proper legal structuring vehicles are chosen taking into consideration tax and legal planning.

  • Wealth Management: the objective is to ensure the preservation and growth of asset according to the family investment profile.

  • Wealth Control: consolidated reports are used as tools to control and audit the family assets.

  • Private Service: these are specific services that may be required by our customers such as concierge services, arts or philanthropy.

K&B Family Office Advantages

  • Single contact for the families

  • Global efficiency

  • Personalized and proactive customer service

  • Defined assets objectives in terms of protection, organization, transmission and actions

  • Integration and coordination of services

  • Time and cost reduction

  • Detailed and consolidated reporting