Kaiser Partner also offers its expertise in trust and estate planning, the incorporation of foundations, portfolio management and fund administration to institutional clients, intermediaries and small and medium-sized wealth advisors who may not have these skills in-house, or where it is economic to outsource such activities, allowing them to focus on cultivating client relationships. We are also able to offer consolidated reporting and other back office services.

Insourcing
By the same token, we welcome collaboration with niche wealth management specialists who augment our capabilities and provide best-in-class, internationally compliant products and services.