• “We grew up thinking that the best advice should be based on our own experience”

Who is K&B Family Office?

A family of entrepreneurs

K&B Family Office is a private and independent company established in Panama that provides integrated wealth management services to clients in Latin America and international families.

The group’s founder, Gerard Kisvel, began his career as a financial advisor at the Rothschild Bank in France in the 70’s. As a senior executive, he got acquainted with the financial needs of wealthy families and realized that the biggest challenge for his clients was to preserve wealth through generations. This is how the seeds were sown of what is today K&B Family Office.

Personal and professional opportunities led G.Kisvel to pursue his profession as an independent financial advisor in South America. At the end of the 90s, together with his son Regis Kisvel and his son-in-law Maxime Berthet, he started to offer financial advisory services through K&B Financial Group.

As the personal assets of the K&B family (Kisvel and Berthet) grew, needs arose for a more efficient patrimonial administration. This led the partners to develop new services and offer them to their clients. In this way, Dorothee Kisvel Berthet, the daughter of Gerard and wife of Maxime, joined the company in 2007 to implement the Legal and Fiduciary Department. This is how K&B Family Office was born.

Do I need a family office?

To help you make this decision, we invite you to fill out a questionnaire that will allow you to evaluate - in a tangible way - your goals and the needs of your family.