At KB Financial, we believe wealth is about more than investments. It’s about your life and the people and interests that give your life purpose. As your wealth grows, your needs can become more complex. KB Financial has evolved to meet those needs. In 2017, we expanded and formalized our Family Office Services to help our clients live the life they choose knowing that their personal financial affairs are managed by a Family Office Specialist supported by a multi-disciplined team of professionals.
Our comprehensive and consultative approach focuses on your total financial picture – from managing your day-to-day finances and interacting with outside advisors on legal and financial matters, to caring for aging parents and gifting strategies for causes that are important to you.
Our priority is to understand and respond to your specific needs with the highest degree of expertise, collaboration, and innovation. It is only through doing this well that we are able to effectively manage risk and optimize performance on those outcomes critical to achieving your personal definition of financial success.