Family Office Services

At KB Financial, we offer a highly personalized approach to family office services. Since 1983, we have been serving the specialized needs of high net worth families, professionals and business leaders across the country. We have acquired the sophisticated knowledge, skills, and resources to serve as your single point of contact. Above all, as a full-service multi-family office, we offer the continuity to help you – and your children – make more informed, confident decisions about your wealth now and in the future.

We believe wealth is about more than investments and how you manage your money. It’s about your life and the people and interests that give your life purpose. 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.

Financial Management

Risk Management

Property Management

Wealth Transfer

Family Management

Security Coordination

Providing a complete array of personal financial services, such as bill pay, personal/family financial coordination, cash management and management of special purpose entities.

  • Budget Analysis
  • Bill Pay and Cash Flow Management
  • Monitoring and Reporting Services
  • Financial Administration

Mobilizing your KB Financial and external advisors to ensure your estate, tax, insurance and other risk management strategies are implemented in a timely fashion and reflect the most current and relevant legal, tax and market intelligence.

  • Estate and Insurance Planning Oversight
  • Insurance Reviews
  • Tax Planning
  • Credit Monitoring

Delivering a broad array of support services for analysis, acquisition/disposition and management of investment and other luxury or recreational assets, such as real estate, aircraft, artwork, boats and more.

  • Real Estate Services
  • Personal Property Services
  • Private Aviation Management
  • Domestic Relocations

Preserving your legacy for generations and honoring your philanthropic intentions by employing KB Financial Planning and Wealth Management professionals who will work on a strategic and tactical level to achieve your family estate planning and charitable giving goals.

  • Charitable Giving and Philanthropic Planning
  • Foundation Administration
  • Estate Planning Oversight

Tailoring support for families with sensitive matters that require intervention. We also provide planning for aging parents and family members with disabilities or special medical needs, succession planning services and family education.

  • Special Needs Planning
  • Elder Care Management
  • Medical Concierge Services
  • Management of Family Employees

We recognize that privacy and security are of utmost importance to our family office clients. We facilitate the introduction and engagement of highly qualified and reputable security firms that can address our clients’ security concerns in a wide variety of areas, such as:

  • Cyber Attacks
  • Data Theft
  • Personal/Travel Security
  • Physical Property
  • Family Privacy
  • Personal/Professional Reputation
  • Global Healthcare and Evacuation

 

Investment Management Family Office Services Corporate Advisory Retirement Plan Services Tax & Business Advisory