With roots dating back to 1983, we offer integrated services across financial, tax and estate planning, insurance solutions, wealth management and merchant banking. Our multi-disciplinary team takes a holistic look at our client's entire ecosystem so we see the full picture and can identify important synergies and opportunities.
We are a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients. Sophisticated clients require a partner with deep knowledge across many different disciplines. KB Financial addresses the needs of our clients by assembling a team into an innovative ecosystem to drive better outcomes.
We are a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients. Sophisticated clients require a partner with deep knowledge across many different disciplines. KB Financial addresses the needs of our clients by assembling a team into an innovative ecosystem to drive better outcomes.
Services
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.
We carefully evaluate the specific needs, skills, expertise and aspirations of each client to assemble a client team we believe is best suited to assist them in pursuit of their goals. Clients receive personal attention from their dedicated team members and depending on their needs, the direct involvement of KB Financial's senior management team-a commitment that larger firms often can't make.
We are focused on maximizing every aspect of our client's financial ecosystems to create an ideal balance. KB Financial Partners' investment philosophy and process are driven by our collective experience and knowledge, developed over decades of investing through many market cycles. We have built a seasoned, integrated team that partners closely with our clients to see the whole picture and identify opportunities that drive better outcomes.
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.
We provide our clients with strategic corporate finance services and alternative investment opportunities. Industries include consumer products, healthcare services, specialty pharmaceuticals, aviation & logistics, niche manufacturing, and business services. There are many parts that must work in unison to achieve ultimate success.
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