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. We help streamline and simplify all the moving parts so our clients can live the life they choose, knowing that their personal financial affairs are managed by a Family Office specialist supported by a seasoned, 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.
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