Publications

Panama has developed various immigration categories that facilitate the establishment of foreigners, making it a popular destination for those seeking permanent residency. Among the most …

What is Asset Protection? Asset protection involves taking proactive legal measures to deter or prevent direct legal action, encumbrance, or lien on your wealth. In …

Panama has become a popular destination for foreign retirees seeking a peaceful place with a warm climate and a stable economy. In this article, we …

The National Immigration Service created the subcategory of Qualified Investor, to which any foreigner can apply demonstrating a minimum investment in Panama, from foreign sources, either personally or through a legal entity if the applicant is the ultimate beneficiary of the shares of the legal entity holding the investment.

For family offices, technology plays a significant role, and they have recognized the need to move away from outdated systems and operate on integrated digital platforms to effectively serve clients and their growing expectations.

We are pleased to announce that K&B Family Office has been awarded the prestigious International Investor Award in recognition of its outstanding contribution to the …

K&B Family Office is pleased to announce that Karyne Mora Pinzón, Head of Legal, and Jorge Enrique Ávila Rovira, Head of Fiduciary & Compliance, are …

The deadline to submit your personal tax return is March 15 and for companies on March 31, 2023. Any tax resident in Panama who has …

The rates offered by banks in Panama to their clients when contracting a fixed-term deposit have remained unchanged for more than one year and are …

After working for years in the financial industry, I have realized that one of the biggest challenges in closing the growing gap between social classes …

Exploring alternative investments opportunities in changing times If 2020 state as the year of the pandemic, 2021 ended up being the year of recovery, and …

 The crisis caused by the pandemic is showing its first impacts on the financial sector, after the reduction of the sovereign rating for Panama to …

At some point we have heard or had the personal experience of buying or selling an asset, such as a real estate, let’s say an …

A trust is a private contract in which a person called a “settlor”, transfers part of their assets as trust to a “trustee”, to be …

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. …

“The reason most people don’t plan is that they simply don’t know where to start.” – Karyne Mora, Head of Legal and Human Resources.   …

Once the process of organizing and protecting your assets has started, various aspects will be analyzed, one of the most important being the identification of …

The real estate tax is the one that the State assigns to real estate properties located in Panamanian territory and is calculated on the cadastral …

What is Technical Analysis? Technical analysis is a trading discipline that studies historical market data, including price and volume. It also uses insights from quantitative analysis …

What is Asset Allocation? Asset allocation describes how the funds in a portfolio are distributed among different asset classes such as equities, bonds, real estate, …

What’s the Downside Risk Alert? The Downside Risk Alert, or DRA, is a proprietary financial indicator based on extensive fundamental research. It provides reliable and …

There are multiple reasons why Panama is an attractive country for foreign investment. Its dollarized economy, the stability of its banking system, the importance of …

Just as we go to the doctor periodically to make a complete check-up of our health, the audit or diagnosis allows us to know the …

In response to multiple calls from customers and friends about what to do and how to deal with the current situation in their companies and …

Like any country, Panama has its own processes for buying or renting real estate. Knowing the procedures and steps to follow allows to speed up …

We have taken all the necessary steps to ensure the continuity of our services. We are systematically implementing all the recommendations related to COVID-19 and …

Following the 2008 crisis and market concerns about the massive government bailout of major banks due to their risky assets, many clients and wealthy families began to review

In a previous article (Multi-Family Office: a new paradigm of trust for investors (Part 1), we talked about how MMOs have emerged as true...

In our previous articles (Multi-Family Office: A New Paradigm of Trust for Investors (Part 1)) and (Multi-Family Office; A Human Touch with...

Disruption is displacing an existing market, industry or technology to create something new in a more efficient and value-generating way. It is both destructive and …

There are many reasons why Panama is an attractive country for foreign investment.  Its dollarized economy, the stability of its banking system, the logistical importance …

If you are thinking of making a reliable, safe and long term investment, buying a real estate can be a good option. Panama, is one of the countries...

air Bolsonaro won the presidential election in Brazil last October. His promise to rule the country with an iron fist and fight corruption...

Investment portfolio management is the art and science of making decisions by mixing investment and policy, linking investments to objectives.

For a wealth creator, one of the main concerns is how to preserve the family's well-being and the value of the heritage for future generations.

La idea principal era transmitir el ADN de la empresa que en sí es La Familia, tal como reza su credo: “es un family office que va más allá de la típica gestión patrimonial”.

Planning for your children's educational future is the most important legacy we can leave them in life. That is why it is necessary...

Whether your goal as an investor is capital growth, income generation, or simply inflation protection, it all comes back to the same equation.

Over the past 20 years, alternative investments have become a key component of a mature and well-diversified investment portfolio.