What is asset allocation and why does it matter?
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, commodities, private equity and private debt. Those involve different levels of risk and return and play very different roles within a diversified portfolio. The weighting of each asset must meet […]
Our quantitative tool to optimize stock picking
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 objective medium-term forecasts (from 3 to 24 months) of which stocks are most likely and least likely to underperform markets and helps investors making sound investment decisions based on objective […]
Permanent residency in Panama
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 the logistics of the Panama Canal and its strategic position for the connection with the rest of the continent, are just some of the factors that place Panama among the […]
The audit or patrimonial diagnosis as a key tool of the patrimonial planning.
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 state of health of our patrimony. It is one of the most attractive tools of the Multi Family Office. To learn more about this topic, we spoke with Maxime Berthet, […]
Reflections on Cash Flow in the Time of Covid-19
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 businesses, received during the last two (2) weeks, after the Government decreed a State of Emergency, on March 13, 2020, I will share with you the following note with my […]
How to Rent or Buy a property in Panama?
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 the processes and avoid traps particularly for foreigners who buy or rent for the first time in the country. Process of renting real estate The process of renting in […]
K&B Family Office, guarantees continuity of services against COVID-19
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 we are applying a series of precautionary measures to protect the well-being of our visitors and collaborators: A crisis committee has been established and a “contingency plan” has been implemented […]
Multi-Family Office: A new paradigm of Trust for Investors (Part 1)
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
Multi-Family Office: A Human Touch with Responsiveness & Cohesion (part 2)
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…
Multi-Family Office: Independence & Transparency = No Conflict of Interest (part 3)
In our previous articles (Multi-Family Office: A New Paradigm of Trust for Investors (Part 1)) and (Multi-Family Office; A Human Touch with…