KBS Wealth Management operates as the private wealth division of KBS, a prominent commercial real estate investment firm. Founded with a "client-first mentality," the firm provides a full-service private wealth management experience, leveraging its deep expertise in both real estate and diversified investment strategies. Their services encompass personalized financial planning, discretionary investment management, tax and estate strategy, and risk management, aiming to build and preserve wealth for their clients across generations. The firm is an SEC Registered Investment Advisor operating under the legal name KBS Capital Advisors, LLC.

Founded in

Greece