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A multi-family office serves the financial needs of multiple families and goes beyond typical wealth management.
Family Offices are private wealth management firms. Their origins date back to the industrial revolution, when successful families such as the Rockefellers and J.P. Morgan founded companies exclusively dedicated to family wealth management. This management model stands out for its efficiency and resource optimization, which has been adopted by the most successful families internationally.
A Multi Family Office caters to the financial needs of several families and goes beyond typical wealth management.
Sometimes families experience internal changes such as selling a business, acquiring new assets, or transferring assets from one generation to another. These changes require trusted advisors to deal with the new reality.
The constant evolution of tax and accounting rules, new banking and financial regulations, normative evolution of different jurisdictions and their structures, etc., make wealth management a real challenge, where speed and adaptability are key.
That’s why many successful families around the world rely on the wealth management services provided by a Family Office. A family office is a comprehensive wealth management solution where a multidisciplinary team of professionals works in a coordinated manner to proactively accompany the family in their decision-making with a long-term strategy.
Nowadays, working with a Family Office is the best way to pass on your wealth to future generations and the most efficient solution for your wealth management. When choosing a Family Office, each family has its own requirements. However, based on our experience, four main criteria should be considered: proximity, transparency, independence, and multidisciplinarity.
«K&B Family Office acts as the decision-making and coordination center to provide tailored solutions to families who entrust us with their wealth management.»
The K&B firm was founded by the Kisvel and Berthet families for the management of family wealth. Thanks to the knowledge and experience gained over the years of management, K&B evolved from being a Single Family Office (for a single family) to a Multi Family Office. Today, K&B manages the wealth of several successful families in Latin America with the same objectives: to protect, develop and enjoy our wealth.
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