KB Kookmin Bank Rebrands Family Office... Relaunched as 'KB the FIRST Family Office'
Establishment of Dedicated F/O Solution Team
Advancing Beyond Asset Management to a Comprehensive, Long-Term Family Office System
KB Kookmin Bank announced on March 16, 2026, that it has rebranded its existing 'KB WISE Family Office' to 'KB the FIRST Family Office.' The aim is to transition to a more customized family business service and further advance comprehensive and long-term asset management services for family offices.
The F/O Solution Team, KB Kookmin Bank's dedicated family office organization, is taking a commemorative photo.
View original imageKB Kookmin Bank has established a dedicated family office unit, creating a collaborative system where specialists in investment strategy, taxation, law, accounting, and real estate work together. The dedicated unit, the F/O Solution Team, analyzes the characteristics and needs of each client family, visiting them directly to provide services such as restructuring family asset portfolios, corporate governance consulting, business succession and inheritance/gift tax strategies, as well as domestic and overseas investment and alternative investment advisory.
The bank will also expand non-financial services. By making family-specific seminars a regular event, it plans to deliver content essential to clients, including domestic and global macroeconomic outlooks, tax reform issues, global investment trends, and business succession strategies.
Furthermore, a 'Next-Generation Successor Training Program' will be operated for future leaders, supporting education that covers fundamental asset management principles, business management, knowledge in finance, real estate, and taxation, as well as the formation of human networks.
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Through the provision of such multifaceted services, the bank aims to expand the assets under management by its family office service from the current 1.1 trillion won as of the end of January to 2 trillion won within the year.
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