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, […]
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…