Your Family Office

A multi-family office serves the financial needs of multiple families and goes beyond typical wealth management.

What is a Family Office?

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.

Why do I need a Family Office?

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.

Benefits of working with a family office

Read More
Consolidating the management of financial, legal, tax, accounting, and fiduciary matters in a single office allows for a reduction in complexity and operating costs.
Read More
Coordinating the various wealth management services around a common strategy allows for greater control and efficiency.
Read More
Working with a private wealth management firm ensures the confidentiality of your information and the security of your family.
Read More
Because every family is different, a Family Office adapts solutions to their unique demands, concerns, and desires.
Read More
A family office can help establish rules and procedures that aid in maintaining good wealth management among the involved parties.
Peace of Mind
Read More
Delegating partially or fully the daily management of your wealth to a team of trusted experts allows you to gain time and peace of mind.

How to choose your Family Office?

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.

Read More
For effective communication, geographic, linguistic, and cultural proximity is important. Having quick access to your advisors and being in tune with them can make all the difference. Despite living in a digitalized society, the human factor is crucial, and nothing can replace direct contact with your advisor.
Read More
A Family Office, as your trusted advisor, should be accountable for its management on a regular basis with objective and transparent reports. Similarly, it should clearly and concisely communicate to you what expenses and costs are associated with managing your wealth.
Read More
An independent Family Office, which is not part of a banking group, can work impartially, without external influence, thus avoiding conflicts of interest.
Read More
A successful family's wealth is diverse and its management is complex. A Family Office is truly useful and effective if it can offer a range of wealth management services with in-house experts. This holistic approach is the greatest strength of a Family Office.

«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.»

T03_Romaind Dromard_U0A1454

Romain Dromard

Managing Partner

Growing together to achieve your goals.

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.

Suscribe to our newsletter

Subscribe and stay informed of the latest news and opportunities offered by the K&B Group.