KBBS offers just one service: interdisciplinary financial counsel. Partnering with us means engaging across the whole plane of your financial picture. Often clients come to us initially because they are approaching an important financial waypoint. We seek to help them navigate successfully through comprehensive planning and integrating the different skills of our team members. Based in Seattle, we serve individuals, families and trusts across the country. We become deeply familiar with a client’s balance sheet, cash flow, tax profile, estate plan and much more. In this way we can pursue the best solutions across: • Portfolio design and management • Estate planning and trust administration • Income tax forecasting and tax management of legacy assets • Private investment funds, alternative investments and angel investing • Stock option strategies and executive compensation • Charitable giving strategies • Insurance coverage and claims • Home financing alternatives and more Financial fitness is a three-legged stool of work, thrift and prudent investing. For more than 30 years, we’ve sought to help clients build financial fitness in ways that reduce risk and strain, bring order and enhance understanding.
