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For family offices, technology plays a significant role, and they have recognized the need to move away from outdated systems and operate on integrated digital platforms to effectively serve clients and their growing expectations.
International Recognition: K&B Family Office Awarded by International Investor
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 world of global finance. International Investor, a leading online and print magazine, is dedicated to providing insight, news and in-depth analysis on a wide range of topics, including global markets, […]
Karyne Mora y Jorge Ávila are officially Full Members of STEP
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 officially Full Members of STEP (Society of Trust and Estate Practitioners). The Society of Trust and Estate Practitioners (STEP) is a globally recognized professional organization for those specializing in advising […]
Guarantee Trust – Purchase and Sale of Real Estate
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 apartment or a house. In the common scenario, a meeting with the seller is achieved, the unit in which one shows interest is visited, the terms and conditions are stipulated, […]
What is a trust?
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 managed according to the established conditions, for the benefit of one or more persons called beneficiaries . Assets of any nature can be transferred to the trust, personal property that […]
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, […]
Estate Planning: peace of mind starts with a plan
“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. Here is a universal fact: nobody is eternal and one day we won’t be there anymore. Looking at reality is sometime scary, and it can even paralyze us from acting […]
The Importance of a Proper Tax Strategy
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 appropriate tax strategy, seeking that the decisions that you make today, have the expected impact in the future. As we know, compliance with tax obligations is unavoidable since sooner […]
Property Tax: Tributary Family Heritage and Main Housing
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 value of the property (value of land + value of improvements), which corresponds to the value captured in the National Authority system Land Administration (ANATI). The entity in charge of […]
Our technical tool to make better trading decisions
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 to use past performance to predict future market behavior. The two most common forms of technical analysis are chart patterns and technical (statistical) indicators. Our team in K&B uses Phil […]
