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KB Financial is a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients.

With roots dating back to 1983, we offer integrated services across financial, tax and estate planning, insurance solutions, wealth management and merchant banking.

At KB Financial, our strength lies in the power of integration.

To identify opportunities requires a deep understanding of the varied elements of each client’s financial landscape. Our multi-disciplinary team takes a holistic look at our client’s entire ecosystem which allows us to see the full picture, identify important synergies and uncover any opportunities that may have been overlooked.

This approach is different, and different drives better outcomes.

KB Financial coordinates essential wealth management activities through our captive entities. KB Wealth, LLC, a Registered Investment Advisor and Insurance Agency, provides investment advice, financial planning, insurance solutions and corporate retirement plan consulting. KB Family Office, LLC offers family office services, corporate and business advisory, structure and transaction consulting, tax and estate planning and compliance services.

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.

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