K&B Family Office

Overview

K&B Family Office is an independent multi-family office established in Panama. The firm provides comprehensive advisory and wealth management services to Latin American clients and international families.

History

K&B reports providing wealth management services since 2007.

The firm says its broader history began in the 1970s, when founder Gerard Kisvel started his career at Rothschild Bank in France. The family later created an investment advisory business that evolved from a single-family office into a multi-family office.

Maxime Berthet began his career as a financial adviser in Panama in 2004 and helped create K&B Financial Group in 2007, where he served as Executive Director.

Timeline

1. 2004Maxime Berthet began his career as a financial adviser in Panama in 2004 and helped create K&B Financial Group in 2007, where he served as Executive Director.
2. 2007K&B reports providing wealth management services since 2007.

Leadership

K&B’s steering committee includes Romain Dromard, Chief Executive Officer and Managing Partner; Maxime Berthet and Dorothee Berthet, Founding Partners; Jorge Ávila, Head of Fiduciary & Compliance and Partner; Karyne Mora, Head of Legal and HR and Partner; Louise Laborde, Chief Operating Officer and Partner; Benito Quiroz, Chief Financial Officer and Partner; and Carlos Tablate, Chief Investment Officer.

Services

K&B offers legal services, trust services, accounting and tax services, and banking and investment advisory.

Its trust business organizes and protects assets through trusts and private interest foundations. Its offerings include administration, testamentary, investment, guarantee, real estate, education, and patrimonial protection trusts.

K&B Corporate Services provides accounting, tax, and financial support, including financial statements, reporting, cash flow management, bookkeeping review, reconciliations, tax filings, customized financial reports, bank account opening, transfers, and payment services.

The firm’s banking and investment advisory service provides financial advice and investment solutions to private clients, institutions, foundations, trusts, and corporations worldwide.

What the firm offers

• Investment management
• Tax planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Private and alternative investments
• Cross-border planning

Client Focus

K&B identifies national and international clients including large corporations, high-net-worth individuals, family business owners, and business operators.

Approach

K&B describes its approach as coordinated collaboration among its advisers and, when appropriate, external advisers, following a global strategy defined closely with clients. Its core values are integrity, independence, transparency, and entrepreneurship, and it advises clients according to their interests.

Regulatory Information

K&B Financial Group Inc. is regulated and supervised by Panama’s Superintendencia del Mercado de Valores and holds an investment adviser license under Resolution CNV 110-08 dated April 29, 2008.

K&B Trust Services Corp. is regulated and supervised by Panama’s Superintendence of Banks and holds a trust company license under Resolution SBP-FID No. 0001-2013 dated January 16, 2013.

FAQs

Related resources

• LocationMultifamily offices in Panama

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• Network siteOffshoreTrusts.com

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• Network siteFamilyOffices.com

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• GuideQuestions to ask a multifamily office

  This question guide helps a prospective client organize due diligence before an introductory meeting. Topics may include investment process, fees, reporting, fiduciary duties, tax coordination, privacy, succession planning, and experience working with Latin American families or internationally connected households.

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Sources

1. K&B Family Office
2. About K&B Family Office
3. K&B Team of Advisors
4. K&B Trust Services
5. Accounting, Tax and Financial Services
6. Banking and Investment Advice
7. Regulatory Information
8. Maxime Berthet

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.