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
A Corporate Finance Advisory Firm 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.