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KF

Family Office

KB Financial Companies

Princeton, United Stateswww.kbfinancialcompanies.com/
5
Contacts
1
Mandates
Verified profileData completeness 70%Updated 2026-05-19Sources: fo_strategy_csv_2026, 101_consolidated_master

Mandate & appetite

Preferred strategies
Value Add
Target geographies
Us & Canada
Typical ticket
$2m–$10m
AUM
Real-asset allocation
Appetite

Investor profile

KB Financial Companies, LLC is a family-owned financial services firm focusing on integrated wealth management, estate planning, and corporate advisory, primarily serving high net worth families and entrepreneurs. The firm utilizes a holistic investment approach, identifying synergies across diverse financial sectors.

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  • Active mandates (strategy, asset class, geography, ticket, target IRR)
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From $599/mo · 20% off annual

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