K&B Family Office
Proporcionamos servicios integrales de gestión patrimonial a familias e individuos de éxito desde 2007.
26 employees · est. 2004 · Panama, Panama
Resource Financial Planning, Inc.
The Retirement Specialists
13 employees · est. 1982 · Portland, United States
Resource Financial Planning, Inc. is the older company (2004 vs 1982).
Side-by-Side Comparison
| Metric | K&B Family Office | Resource Financial Planning, Inc. |
|---|---|---|
| Founded | ||
| Founded | 2004 | 1982 older |
| Headquarters | ||
| Headquarters | Panama, Panama | Portland, United States |
| Employees | ||
| Employees | 26 | 13 |
| Industry | ||
| Industry | Finance, Financial Services, Legal Tech | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, Family Office Services, Private Wealth, International Clients, Integrated Financial Services | Financial Planning, Investment Management, Retirement Planning, Registered Investment Advisor, Wealth Management, Securities, Broker/Dealer, Independent Advisor, FINRA, SIPC, Registered Broker, Wealth Inc., Advisory Services, Portland |
| Website | ||
| Website | kb-familyoffice.com | resourcefinancial.com |
About K&B Family Office
K&B Family Office is a private and independent company established in Panama that provides integrated wealth management services to clients in Latin America and international families. Since 2004, the company has been offering comprehensive wealth management services to successful families and indiv...
About Resource Financial Planning, Inc.
Resource Financial Planning, Inc. is a leading player in the financial services and wealth management industries. Established in 1982, the company has continually evolved and adapted to meet the ever-changing needs of its clients. With its headquarters based in the United States, the company has sol...
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