Fiduciary Services

We cater for all different asset types

• Business assets like operating companies and intellectual property
• Real estate — including residential and commercial property across the world
• Financial assets — including investment portfolios, private equity and bank accounts
• Heritage and lifestyle assets — including fine art, classic cars, boats and planes

Targeted use of trusts and foundations

You can use structures like trusts and foundations to protect your assets more effectively. Or to invest more efficiently, or to give a philanthropic project a long-term future. These asset structures can be used in many different areas, and our fiduciary services can also help you with company succession and inheritance planning.

Structures always have to be chosen and deployed carefully, however, if they are to do the job you want for your wealth and your family. We’re not limited to Liechtenstein or Switzerland. Our experts can also set up and manage structures for you in other jurisdictions. Our trustee services are used not only by wealthy people and their families, but also by international companies and asset managers.

Structures as part of your wealth strategy

Despite all our experience, we recognize that every new structure we help set up is unique. Each has to be established in such a way that it continues to comply with the goals and interests of the founder for generations to come. This requires detailed advice based on thorough discussions with the founder.

Ideally, each structure will be integrated into a holistic wealth management strategy, developed in close consultation with the relevant financial service providers and other advisers. In our experience, this coordination is central to the success of any structure and to the overall wealth management process. That is why we operate the Kaiser Partner Wealth Table.

Taking responsibility for generations to come

The need for care and responsibility with regard to the founder doesn’t just apply to the establishment of a structure. Our structures survive for generations. Right from the start we consider issues and scenarios that might lie far into the future: What trends could affect the growth of your wealth? Will the current strategies be able to continue delivering the outcomes intended by the founder in future?

It’s obvious why we have to think about such things: you can only ensure that asset structures make sense for the long term if you monitor the drivers of global change and anticipate the major trends.

A comprehensive service beyond just management

One of the strengths of structures is their long-term effectiveness. In a time of increasingly rapid regulatory change, the way they work is unaffected. As a trustee, we take responsibility for ensuring the settlor’s interests are respected. Even in times of global change, the protection stays in place, while your structures remain in harmony with national laws and international guidelines.

In addition to establishing and managing structures, our portfolio of services also includes the appointment of the necessary officers: depending on your specific needs, we make sure the required protectors, directors and curators, for example, are in place, to ensure proper governance.

Getting a clear overview

As wealth grows, the structures involved often become complex, which is why we believe that conclusive, comprehensive reporting is vital. For one thing, good documentation makes it much easier to deal with any filing. A meaningful and understandable registry of your wealth also helps you maintain a reliable overview and create certainty. Ultimately, your assets shouldn’t just be a burden: they should bring you happiness.

We have a team of qualified specialists to deal with individual wealth documentation and monitoring. You can find out more under Reporting & Controlling.

Advice on structures and beyond

Structures are set up for the long term. Their strength is not flexibility but durability. But what happens if circumstances change dramatically? Your life could take an unforeseeable turn, or your family or professional situation could fundamentally change. It is at precisely such moments that the benefits and design of your structures might come into question.

Any analysis requires extensive knowledge – and not only of the current situation. A structure can only be properly evaluated if the circumstances that prevailed when it was first set up are taken into account. This analysis, allied with accurate identification of what needs to change, is essential to any restructuring.