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Kobo Wealth Conservancy & Family Officefocusing on the client's present and futureAbout Kobo WealthPlacing the client, not product, first.
Kobo Wealth Conservancy & Family Office is built upon the pure desire to place a client in the center of the universe and not the pushing of proprietary product. We do not believe in fitting our client into one of two or three pre-determined models. We do not believe in “selling” our clients a product and then “walking away” once the transaction is complete. We believe in doing what is right for our client. We believe that each client and their loved ones deserve the same attention, service level, recognition and expertise to succeed in their ventures and attain their lifetime goals. Breaking the mold of traditional financial and wealth management found in large institutions, Kobo seeks to utilize the best that these institutions have to offer and complement them with a high level of customization, independence, coordination and expertise. We understand the complexities faced by affluent families and work with them to simplify and manage their wealth and goals by coordinating teams of professionals and service providers able to meet their needs in a comprehensive and seamless fashion. We are the gatekeeper to preserve your assets and provide peace of mind. |
| Honolulu Office | |
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info@kobowealth.com |
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(808) 546-1001 |
| (808) 356-0286 | |
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Stangenwald Building |
| Chicago Office | |
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(847) 430-3601 |
| (773) 439-2909 | |
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8770 W. Bryn Mawr |