K&B Trust Services
Ensuring that your legacy endures over time.
One of the pillars of wealth management is to organize and protect the assets that make up the estate, using legal tools such as trusts. It is precisely for this purpose that K&B Family Office has its own trust company, K&B Trust Services, duly regulated and authorized to create and manage this type of structure for the group’s clients.
K&B Trust Services is part of the K&B Family Office, an independent business conglomerate that offers specialized services in the different branches of wealth management, for both local and international clients.
WHAT IS A TRUST AND WHAT IS IT FOR?
In short, a trust is a contract by which a natural or legal person that we call a settlor transfers part or all of its assets to a trustee to manage it in accordance with the provisions of a contract and for the benefit of one or more designated natural or legal persons.
Although it may seem complicated, it is a very versatile and flexible legal instrument that we use with our Family Office clients to fulfil multiple purposes such as:
- Protect family assets.
- Plan the succession.
- Manage the assets left in inheritance for the benefit of the designated heirs.
- Address special needs such as securing funds for the disabled, minors and young adults in the study stage.
- Facilitate purchase and sale transactions and guarantee the payment of present or future obligations.
- Ensure fiduciary possession of assets of any kind.
- Manage assets for the desired purpose and carry out specific business activities.
To learn more about the purposes of a trust, you can read these real-life cases from group clients:
WHAT ARE THE ADVANTAGES OF A TRUST?
When we talk with our clients about organization and patrimonial protection, we recommend the trust tool for its versatility and for its undeniable advantages when compared to other mechanisms:
A trust can be constituted for any legitimate purpose, commercial or personal. Assets of any nature, movable or immovable, present or future, may be transferred to it.
By transferring part or all of its assets to a trust, it makes the transferred assets unseizable and unseizable. This comprehensive protection is given only in the figure of the trust.
The trust assets are managed by a trustee. K&B, as trustee of our clients’ trusts, is responsible for their management and is accountable to the settlor as well as to its regulatory body. All under strict confidentiality.
WHAT ARE THE DIFFERENT TYPES OF TRUSTS?
K&B Trust Services, in line with the group’s philosophy, offers personalized trust solutions with the structuring and administration of different types of trusts according to the objective that our clients want to achieve.
Administramos sus activos personales para el propósito específico determinado por el cliente.
Le permite organizar su sucesión de manera detallada conforme a sus deseos.
Se administra de manera mancomunada o individual, fondos cuya finalidad es la inversión.
Permite garantizar el pago de una obligación manteniendo los bienes objetos de la transacción en administración fiduciaria.
El cliente o grupo de clientes entrega al fiduciario un bien inmueble para que lo administre y desarrolle un proyecto de construcción.
Se administran fondos dedicados a sufragar los gastos de educación de los miembros designados de la familia.