KB Financial Companies, LLC

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KB Financial Companies, LLC Overview

Type
Multi Family Office

General Information

KB Financial Companies, LLC is a multi-family office headquartered in Princeton. Founded in 1983 by finance professionals James Kaplan and William Damora, the firm offers integrated wealth management, tax and estate planning, insurance solutions, and corporate advisory services to affluent families and entrepreneurs across the United States. Its multidisciplinary team coordinates complex financial, business, and succession needs, aligning client assets, enterprises, and generations under one collaborative ecosystem.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Princeton, NJ, United States

Portfolio & Notable Allocations

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