As assets grow and diversify, the task of managing and tracking personal investments can become tedious and time-consuming. At KBS, we act as the client’s eyes and ears, monitoring private investments, as well as brokerage and bank accounts. We alert you to major issues, handle investment paperwork, ensure timely remittance of capital calls and receipt of investment income, and prepare detailed reporting of income and expenses to assist in tax return preparation.
Leave the details to us and focus on what’s most important to you.
