K&B Family Office

Overview

K&B Family Office is an independent multi-family office in Panama serving Latin American and international families; its site says it grew out of the Kisvel family's own investment advisory business and evolved from a single- to a multi-family office. The group includes K&B Financial Group (investment advisory, Latin America focus), K&B Trust Services Corp. (fiduciary licence from the Superintendencia de Bancos de Panamá, 2013) and K&B Legal Services. A private-capital unit led since 2017 by Dorothee Berthet develops real-estate projects in Panama City's Casco Antiguo.

Holdings & investments

INVESTMENT ARMS & VEHICLES

• K&B Financial Group
  Independent investment advisory firm regulated in Panama
• K&B Trust Services Corp.
  Trust company licensed by the Superintendencia de Bancos de Panamá
• K&B Legal Services
  Law firm (sociedad civil de abogados)

People

• Carlos Tablate
  Chief Investment Officer · source
• Romain Dromard
  Chief Executive Officer, Managing Partner · source
• Maxime Berthet
  Founding Partner · source
• Jorge Ávila
  Head of Fiduciary & Compliance, Partner · source
• Karyne Mora
  Head of Legal and HR, Partner · source
• Louise Laborde
  Chief Operating Officer, Partner · source
• Benito Quiroz
  Chief Financial Officer, Partner · source
• Dorothee Berthet
  Head of Private Capital · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →