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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

KB Family Office

Julie Straley

Managing Director, Family Office Services
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Carol Evinski

Carol Evinski

Director, Family Office Services
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Vicky Dionne

Vicky Dionne

Director, Family Office Services
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Chris Velis

Chris Velis

Managing Director, Tax & Accounting Services
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Ron Sacco

Ronald J. Sacco

Senior Advisor, Accounting & Tax Services
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Larry Gallo

Larry Gallo

Senior Manager, Accounting & Tax Services
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Matt Sopher

Associate, Family Office Services
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D’arcy Kelemen

Analyst, Family Office Services
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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.

Not Finding What You’re Looking For?

Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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    KB Financial Partners LLC - Broker Dealer Disclosure

    Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

    For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to

    Check the background of these firms and investment professionals on FINRA’s BrokerCheck

    Click here for important Disclosures

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