KB FAMILY OFFICE. The needs of ultra-high net worth clients are complex. We streamline the moving parts so they can live the life they choose, knowing that their personal financial affairs are professionally managed.
SUCCESSION PLANNING. We provide business owners with estate and business succession planning through buy-sell agreements, gifting, and family transfer strategies. Inhouse CPAs offer business valuation services, M&A and Corporate Finance sell-side services as well.
SUCCESSION PLANNING. We provide business owners with estate and business succession planning through buy-sell agreements, gifting, and family transfer strategies. Inhouse CPAs offer business valuation services, M&A and Corporate Finance sell-side services as well.