Unburdening the Client
Clients come to KB Private Wealth Management for a wide variety of reasons, but usually there is frustration due to lack of clarity and progress. Annual meetings with past advisors are repetitive with little to no measurable progress made in between. In short, there is too much conversation and not enough action.
The client feels burdened with information overload and disjointed reports of his/her overall plan and priorities. There lacks a comprehensive view of how the pieces f the puzzle all fit together and, given the complexity of the client’s assets, there are inherent risks in a disconnected plan where none of the client’s advisors are talking to each other. All roads lead through the client and the client does not have the time nor the expertise to connect the dots nor coordinate the interdependencies. A siloed approach to private wealth management is ineffective at best and risks poor decisions that adversely affect fundamental goals of protecting and growing assets.