Contact
Kaiser Partner
Pflugstrasse 10/12, P.O. Box 538
9490 Vaduz
Liechtenstein
Phone +423 236 57 57
Fax +423 236 55 49
Kaiser Partner Privatbank AG
Herrengasse 23, P.O. Box 725
9490 Vaduz
Liechtenstein
Phone +423 237 80 00
Fax +423 237 80 01
Kaiser Partner (Schweiz) AG
Zollikerstrasse 60
8702 Zollikon (Zurich)
Switzerland
Phone +41 44 752 51 11
Fax +41 44 752 51 35
US Clients:
Kaiser Partner Financial Advisors AG
www.financial-advisors.ch
Phone +41 44 752 51 52
Liechtenstein Disclosure Facility:
www.uk-disclosure-facility.com
Contemporary Chinese Art

New artists on 88MoCCA: Liu Bolin, Wang Xiaohui, Xiao Bo, Sui Jianguo.
Companies
Kaiser Partner is comprised of several companies which together provide a broad platform to deliver integrated solutions covering the respective areas of expertise in private wealth management. These include:
- Wealth structure assessment
- Strategic asset allocation
- Asset management
- Fund administration
- Establishment and administration of trust and foundations under Liechtenstein law
- Expert legal and financial advice and assistance with respect to trust and estate planning
- Services to professional intermediaries and institutions
- Philanthropy and social investing
- Consolidated reporting
Kaiser Partner locations
CorTrust reg. / Equilex Trust reg.
CorTrust reg. / Equilex Trust reg.
CorTrust & Equilex Trust create and administer trusts governed by Liechtenstein and foreign trust law. We specialize in:
- The formation and management of Liechtenstein and foreign law trusts
- The preparation of trust and company account
- Expert legal and financial advice and assistance with respect to trust and estate planning
CorTrust reg.
Pflugstrasse 10/12, P.O. Box 1136
9490 Vaduz
Principality of Liechtenstein
Telephone +423 236 52 52
Telefax +423 236 54 95
Equilex Trust reg.
Pflugstrasse 10/12, P.O. Box 1615
9490 Vaduz
Principality of Liechtenstein
Telephone +423 236 58 90
Telefax +423 236 58 91
trust@kaiserpartner.com
IFM Fund Administration
IFM Fund Administration
IFM Independent Fund Management AG was incorporated in 1996 as the first bank-independent fund management company pursuant to Liechtenstein Law.
IFM offers Financial Institutions, Portfolio-Managers, Trustees and Insurance Companies a neutral platform to establish funds under Liechtenstein Law. Within this legal framework, fund promoters have substantial flexibility in structuring fund products in accordance with their and their clients specific needs. IFM provides a wide range of services in relation to the establishment and ongoing administration of funds. The following is a sample of the services we provide:
- Product development
- Drafting of fund prospectus and investment guidelines
- Negotiations with deposit bank, auditing firm and other authorities
- Maintenance of share registry
- Half-yearly and annual fund reports
- Quarterly statutory reports for the financial supervisory authorities
IFM Independent Fund Management AG
Austrasse 9, 9490 Vaduz
Principality of Liechtenstein
Telephone +423 235 04 50
Telefax +423 235 04 51
Kaiser Partner Financial Advisors AG
Kaiser Partner Financial Advisors AG
Kaiser Partner Financial Advisors AG is wholly owned subsidiary of Kaiser Partner Group and registered with the US Securities and Exchange Commission (SEC) as an investment advisor. We offer a wide range of services dedicated entirely to the needs of US clients, fully compliant with US rules and regulations.
We provide comprehensive, responsible, independent advice and services for long term and sustainable wealth and investment management. Our clients include a range of companies and institutional clients as well as wealthy individuals. We have the tax compliance expertise you need to build a comprehensive and long-term wealth solution that protects you and your family.
Some of the benefits for US clients are:
- A geographic diversification of assets
- Asset Protection
- An international multicurrency investment management approach
- An independent approach to the best products on the market
- Tax planning support from our network of lawyers and tax advisors
- Comprehensive wealth structuring and estate planning through our trust services
We're also able to answer your questions concerning the IRS voluntary disclosure program. Our team is experienced in dealing with the many questions around voluntary disclosure program. We have focused our efforts on researching and understanding the issues surrounding voluntary disclosure.
We're here to provide the guidance and advice you need for your tax situation. In addition, we offer a network of international tax specialists, lawyers and consultants that can prepare and accompany you throughout the entire voluntary disclosure process.
Any further questions? Contact us. We're happy to advise you.
Kaiser Partner Financial Advisors AG
Zollikerstrasse 60
8702 Zollikon-Zurich
Switzerland
Telephone +41 44 752 51 52
Telefax +41 44 752 51 53
financial.advisors@kaiserpartner.com
Please visit also:
Kaiser Partner Privatbank AG
Kaiser Partner Privatbank AG
Kaiser Partner Privatbank AG (former Serica Bank AG) was founded in 1977 as an asset management company and gained its full banking license in 1999.
1977 Founded as an asset management company
1991 Merged with ILA Internationale Leasing Anstalt (ILA International Leasing institute)
1994 Certified as a finance company under the new law on banks and finance companies (Banking Law)
1999 Conversion into a fully licenced bank with a share capital of 10 million Swiss francs
2000 Relocation to a new bank building at Pflugstrasse 16, Vaduz
2005 Relocation to a new bank building at Herrengasse 23, Vaduz
2007 Renaming "Serica Bank AG" in Kaiser Ritter Partner Privatbank AG
Portrait
- 1977 Founded as an asset management company
- 1991 Merged with ILA Internationale Leasing Anstalt (ILA International Leasing institute)
- 1994 Certified as a finance company under the new law on banks and finance companies (Banking Law)
- 1999 Conversion into a fully licenced bank with a share capital of 10 million Swiss francs
- 2000 Relocation to a new bank building at Pflugstrasse 16, Vaduz
- 2005 Relocation to a new bank building at Herrengasse 23, Vaduz
- 2007 Renaming "Serica Bank AG" in Kaiser Ritter Partner Privatbank AG
- 2011 Renaming in Kaiser Partner Privatbank AG
Member of
Liechtenstein Bankers Association
Board of Directors
President - Peter Wagner, CH 8835 Feusisberg
Member - Fritz Kaiser, FL 9490 Vaduz
Member - Dr. Stephan Ochsner, FL 9490 Vaduz
Management
Head of Executive Board - Dr. Ariel Sergio Goekmen, LLM
Member of Executive Board - Christian Reich
Kaiser Partner Trust Services Anstalt
Kaiser Partner Trust Services Anstalt
This unit has been established to focus exclusively on the needs of individuals and families that require tailor-made solutions. It builds on many years of experience in serving an international client base with a focus on cross-border trust and estate planning. Our approach to client relationships is very simple: we listen to you and ask the right questions. We make no assumptions on what you as a client "need" - apart from robust, well thought-out advice.
Kaiser Partner Trust Services Anstalt
Pflugstrasse 10/12, P.O. Box 1157
9490 Vaduz
Principality of Liechtenstein
Telephone +423 236 58 00
Telefax +423 236 58 01
trust@kaiserpartner.com
Serval AG
Kaiser Partner (Schweiz) AG
Kaiser Partner (Schweiz) AG
We are dedicated to serving Swiss-domiciled and international clients transacting business with us in Switzerland. All the advisory services of the Group can be obtained at this location.
Kaiser Partner (Schweiz) AG
Zollikerstrasse 60, 8702 Zollikon-Zurich
Switzerland
Telephone +41 44 752 51 11
Telefax +41 44 752 51 35
Präsidial-Anstalt
Präsidial-Anstalt
Präsidial-Anstalt has been providing professional services to international clients for more than 75 years. As a Liechtenstein trust company, we structure foreign assets to meet the requirements of inheritance and commercial law.
Präsidial-Anstalt specializes in a complete range of fiduciary services:
- Formation and management of foundations and other legal entities in Liechtenstein
- Corporate legal advice for international professionals
- Tax and succession planning-related issues
Präsidial-Anstalt
Pflugstrasse 10/12, P.O. Box 583
9490 Vaduz
Principality of Liechtenstein
Telephone +423 236 55 55
Telefax +423 236 53 99
Wealth Partners
Wealth Partners
Kaiser Partner and its predecessor companies that now comprise the group have focused their efforts and expertise on private wealth management designed for affluent families, entrepreneurs, sports personalities and artists.
Successful wealth management is as much about thinking ahead as it is responding to current needs. Our commitment is to equip you to be proactive.
We endeavor at all times to give you impartial advice based on solid research, and a thorough understanding of your needs. Our aspiration is to deliver interdisciplinary, value-added integrated solutions. If our own in-house team does not include an individual qualified to deal with your specific needs, we liaise with an expert from our global network to find the optimal solution for you.
Apart from being your discussion partner for any wealth related issues, our product-independent services encompass:
- Wealth structure assessment
- Family office services Manager selection and supervision
- Tax, succession and inheritance planning
- Consolidated reporting


