At Kaiser Partner Family Office we select objectively from in-house and external services and coordinate, organize and monitor these – tailored to your needs, and in collaboration with trusted partners.

Legal and Structuring

• Local and international tax advice
• Estate planning
• Set-up and administration of structures
• Directorships
• Accounting
• White label funds
• Insurance solutions

Family Issues

• Family governance
• Succession planning
• Family retreats
• Education
• Philanthropy

Tailored Asset Management

• Overall asset allocation of bankable and non-bankable assets
• Discretionary and non-discretionary mandates
• Tax efficient investing
• Responsible Investing
• Best-in-class mandates
• Risk management

Classical Banking

• Custody solutions
• Administration and trading of securities
• Liquidity management
• Payment services and credit cards
• Escrow accounts
• Lending
• Risk management

Business Development and Investment Banking

• M&A advisory
• Initial public offering
• Structured finance
• Partner matching

Special Interests

• Boating, aviation, cars
• Art
• Sports
• Real estate
• Travel
• Relocation

Research

• Global trends
• Market outlooks
• Special interests
• Partner search

Monitoring and Reporting

• Multi-bank and multi-asset class
• Tax reporting
• Risk reporting
• Benchmarking
• Performance reviews
• Restriction control
• Cost control

Please note that not all services are sourced from within the Kaiser Partner Group itself, but may be organized externally using our Family Office's best-in-class approach. Please also note that our firm does not provide legal advice but may manage external legal advice for you.