Family Office

Services that help wealth develop according to personal values and needs

Family Services at Kaiser Partner

The term “family office” has different meanings for different people. Families with assets starting at around 50 million or more often look for a partner who is specialized in understanding their overall situation, who can arrange solutions for their financial affairs and provide them with the right tools to control and manage their family assets.

We continuously adapt these services to the changing needs of the families we look after and to the situations they find themselves in. Our aim is to grow and protect overall family wealth and protect the privacy of every client.

Our services encompass traditional banking disciplines, tailor-made safekeeping and management of bankable and non-bankable assets, specific business development and investment banking services, organization of appropriate legal advice, estate planning, and tailored monitoring and reporting across all areas. We also provide assistance with special requirements such as art, sports, philanthropy, education or cross-border living, including relocation.

Being entrepreneurs ourselves, we know that every family is different. This is why we design every Family Office specifically to suit the individual family concerns. Our Family Office services help our clients’ families, but also help their advisors, to ensure that their wealth develops according to their personal values and needs.