KB Securities

KB Securities is a prominent South Korean financial services firm that has been providing comprehensive family office services to ultra-high-net-worth individuals.

Established in 2022, KB Securities launched its family office services under the brand 'Success & Succession,' aiming to offer a complete asset management solution encompassing asset growth, preservation, and succession planning.

The firm focuses on a diverse range of asset classes, including private equity, real estate, and venture capital, catering to clients in various industries such as technology, healthcare, and financial services.

KB Securities' family office services are designed to support clients at different stages of their financial journey, from growth and late-stage investments to pre-IPO opportunities, buyouts, turnarounds, and distressed assets.

The firm's investment strategy emphasizes a holistic approach, integrating investment management with succession planning and wealth preservation, aiming to provide tailored solutions that align with clients' long-term objectives.

Through its dedicated family office services, KB Securities seeks to build lasting relationships with clients, offering personalized advisory and support to meet the complex needs of ultra-high-net-worth individuals.

By leveraging its expertise and resources, KB Securities continues to strengthen its position in the competitive family office market, providing comprehensive and customized wealth management solutions.