Generational change that perpetuates the legacy of the K&B Family Office

Romain Dromard takes the baton from Maxime Berthet as CEO after more than ten years working together in the Wealth Management sector in Latin America.


K&B Family Office was founded in 2007 to manage the estate of the Kisvel & Berthet family. After years of experience and good results, it became a Multi-Family Office firm, helping other successful families and individuals to protect and grow their wealth. K&B Family Office is currently a conglomerate of companies specialized in wealth management and counts with services such as fiduciary, legal, accounting, financial and real estate, among others.

Romain Dromard started in the investment branch and has developed his career within the firm until becoming  a key player in the operations. On January 4th, the executive committee appointed him as the new CEO, a position that reflects the commitment he has had with the firm and that embodies the responsibility that he has been assuming in recent years.

Another great news for the firm is the appointment of Karyne Mora and Jorge Ávila, Head of K&B Legal Services and Head of K&B Trust Services, as K&B Family Office partners.

These changes reflect the growth and good results that the firm has obtained in recent years. Including the past 2020, where despite the global instability generated by the pandemic, the firm has achieved very good results for its clients.

K&B Family Office

Entradas recientes

The Panama Canal in the Spotlight: Opportunities and Strategies for Global Investors

The Panama Canal has been a recurring topic of conversation in international politics, especially with…

4 months hace

Residency Permits for Friendly Nations and Retirees in Panama

Panama has developed various immigration categories that facilitate the establishment of foreigners, making it a…

9 months hace

Private Interest Foundation and its Role in Asset Protection and Planning

What is Asset Protection? Asset protection involves taking proactive legal measures to deter or prevent…

12 months hace

Complete Guide to the Retiree or Pensioner Visa in Panama

Panama has become a popular destination for foreign retirees seeking a peaceful place with a…

1 year hace

Permanent Residence Permit as a Qualified Investor

The National Immigration Service created the subcategory of Qualified Investor, to which any foreigner can…

1 year hace

Leveling up operations in a family office: the challenge of wealth tech innovations integration

For family offices, technology plays a significant role, and they have recognized the need to…

2 years hace