Together we can make your heritage work in every way you can imagine.
Working with an Family Office is having experts in the different branches of wealth management sitting at the same table, working together.
What we offer
The Family Office management model has been operating for many years in Europe and North America, in Latin America its use is not so widespread and therefore, it is very exclusive. That is why it has unique solutions that will allow you to protect, grow your wealth and above all, enjoy it.
Our services:
- Advice on life insurance.
- Advice on HCM insurance (Hospital, Surgery, Medical).
- Advice on travel insurance.
- Advice on family protection insurance.
- Preparation of customized consolidated reports: bank accounts, real estate and other assets included.
- Monitoring of the distribution and diversification of the family’s assets.
- Legal assistance in your real estate transactions.
Structuring, administration and support in real estate projects. - Property management in Panama.
- Incorporation and maintenance of companies from various jurisdictions.
Assistance with immigration processes and residency procedures. - Accounting and tax declaration services.
Local and international tax advice. - Preparation of wills, marriage settlements, pre-marital agreements and more.
- General diagnosis of how your patrimony is structured
Organization of the patrimony with the appropriate legal structures to organize and protect it.
Role of trustee and foundation council for trusts and foundations.
Structuring and administration of all types of trusts. - Custody of legal documents, accounting services for trusts and tax returns.
- Assistance in preparing the succession with the transmission of the estate from one generation to the next.
- Diagnosis of your overall financial situation.
- Definition of investment objectives, risk profile and investment horizon.
- Global asset allocation and investment strategy with tactical decisions and constant monitoring.
- Discretionary and advisory mandates.
- Management of private funds (Smart Fund).
Access to co-investment and private equity opportunities.
- Access to first class international banking institutions with preferential rate conditions
- Assistance in choosing the right banking jurisdiction and institution.
- Opening and administration of bank accounts on behalf of the client.
- Verification of applied bank fees.
How we work
It all starts with a talk that allows us to get to know our client, his needs, what he wants to achieve, expressed in his own words.
From this conversation we can start the asset audit where we study the situation of the asset, how it is composed, organized and how it is managed at present. It allows us to establish a diagnosis with the weaknesses and strengths of the estate as well as to identify the threats and opportunities.
The result of this analysis is reflected in an audit report with our recommendations, an action plan, a timeline and a concrete economic proposal. If you want to know more about this process, you can read our blog:
Our clients
Our clients have found in K&B Family Office a strategic ally with whom they share a vision. That is why when they set a goal they trust us to help them design a strategy and accompany them on the road to success, as told by these real cases of families we have advised:
