Many large banks and brokerage houses offer "Family Office Services," which will provide their clients with financial reporting, investment management services, etc. At Kingsley Business Service, we offer a more personalized approach for clients who wish to maintain control of their investment decisions but need consolidated reporting tools to enhance their own decision making.

The core clientele of KBS come from the Venture Capital industry, where making the right investment decisions is part of what they do every day. However, as assets grow and diversify, the task of managing these investments can become overwhelming. At KBS we take on that responsibility for you. We become your eyes and ears for private investments, brokerage accounts and bank accounts. We alert you to major issues, handle paperwork, ensure capital calls are made timely, and all investment income is received and coded correctly for tax preparation. By relieving you of these administrative burdens, we create more time for you to spend doing the things you enjoy.