About KB Financial
Sophisticated clients require a partner with deep knowledge across many different disciplines. KB Financial addresses the needs of our clients by assembling a team into an innovative ecosystem to drive better outcomes.
In today’s environment, looking at the obvious is not enough. We take a deeper, more integrated view across the complete financial landscape to understand how key elements can work synergistically – and identify opportunities that impact outcomes.
KB Wealth
An innovative wealth management platform designed to provide sophisticated holistic advice to our clients across our entire ecosystem.
KB Family Office
A comprehensive and consultative approach that integrates all the varied elements of your financial landscape.
KB Corporate Finance
An Investment Bank that provides strategic advisory and full capital market services to family-owned and entrepreneurial businesses. Through its affiliate KB Investment Partners LLC, KB co-invests with its capital partners, taking a majority stake in middle-market businesses.
Our clients entrust us to care for their two most
valuable assets: their family and their business.
KB Financial team members offer a blend of experience, talent and diverse disciplines while sharing a commitment to intellectual integrity, expertise and excellence – working hard to earn and keep our clients’ trust through generations.