Dear client and business partner
We hope you are well, safe and in good health.
The Covid-19 virus has been and is keeping all of us busy. We have taken precaution measures wherever needed to live up to our responsibilities towards our employees, our clients and our business.
We follow the Swiss and Liechtenstein government recommendations and bans, we closely monitor international developments and we implement our own additional measures. Of course our policies include serious hygiene measures, education and social distancing.
The more severe contingency planning include splitting client teams to different locations and home office work. Travel meetings with clients and third parties are currently suspended. At this point, these measures remain in place until further notice and we ask everyone for their understanding.
We have advanced technology in place in our group of companies and are able to offer video conferencing which we can also connect to handphones or tablets. Please contact your Trust Advisor or email@example.com to set up such a video-conference if required.
We ask you for your understanding in case you should experience any delays from our side.
Special times require special measures. Thank you for your understanding. Please rest assured that we do everything possible to keep operations safe and running and to accomplish a positive client experience.
With our best wishes and regards
Kaiser Partner Trust Services Anstalt Kaiser Partner (Schweiz) AG
We are gladly available on video call – especially in these extraordinary times. Just send us a short email so that we can set up a video call.
Helping safeguard interests and values
Forms, letters, phone calls, e-mails… Even without a family, managing your private affairs can take up a lot of time. You could say that everyone already has to run their own private, if small, family office.
For wealthy families the time and effort required increases exponentially. Administrative issues are often not only time-consuming, they are also crucial to keeping the family intact: Who is responsible for the financial and administrative affairs of the family and its individual members? Who manages the joint property – home, second home, holiday residence? Who takes care of the children’s education? Who has an overview of the family’s contractual obligations?
Wouldn’t it be a great relief if you had a trusted partner who could hold all the threads together, coordinate all the different partners involved and support the family in all areas of life?
Things get complicated, if they aren’t already, when the family grows, when its wealth reaches a certain size, or when this wealth is spread across several countries. Bringing a professional in to sort out all the outstanding issues does various things. It removes a burden from the people who were doing the job before. It brings a clarity that can help protect the family’s interests and wealth. And it can help families re-establish stability before disputes arise.
If it makes sense to bring in a professional advisor to provide comprehensive, long-term support, this is referred to in the asset management business as a “Family Office”. Kaiser Partner has been a trusted partner of many wealthy families for many years. As a good trustee, we develop a deep understanding of each family’s situation. Over time our experts are often asked for practical support, with administrative matters for example. This wealth of experience, and the trust built up with individual family members forms the basis for a collaboration that benefits everyone in the family.
We make the offer of comprehensive Family Office support to individual clients by invitation. We consider it a privilege to give these clients our intensive attention. First and foremost, this requires mutual trust and – on our side – a deep understanding of your needs and interests, and those of your family.
Living in a complex world or living in a world full of opportunities? The answer depends on the standpoint. With Perspectives, we present newsworthy topics from various viewpoints.
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