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 info@kaiserpartner.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
Möchten Sie mehr über nachhaltiges Investieren erfahren? Dann zögern Sie nicht, sich für weitere Informationen per pb@kaiserpartner.com und +423 237 83 21 an unser Private Banking Team zu wenden.
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.
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.
A practical, strategic plan for your family, business and investment governance
The strongest plan is a holistic one. Your family, business and investment governance all need to work together. Because if one aspect of governance is not considered, your aims and objectives may come to nothing.
We combine strategic insight with practical application. So we do not just offer long-term advice: we help put it into action.
As a trustee company with a long tradition, thinking for the long term is our daily business. We develop sustainable solutions for wealth planning that will benefit current and future generations while safeguarding the things in your life that deserve special protection.
In concrete terms, our wealth planning includes an analysis of the risks to which you and your wealth are exposed. Together with your advisors, we then develop strategies for minimizing these risks over the long term. This isn’t just about achieving financial targets, but about reassuring you that your wealth is positioned on the right side of global change.
Possessing wealth is a privilege, of course, but wealthy people know all too well that it is also a great responsibility, and that it can even turn into a heavy burden. The family home, your mother’s art collection, the family business: as well as their financial worth, these things have an emotional value; which is why they deserve special appreciation and special treatment.
Our awareness of this special bond is what drives our highly individual and personal approach to wealth advisory. We look at wealth in its entirety. It’s important for us to gain a full picture of our clients’ professional and family circumstances. The more detailed our knowledge, the more effectively our wealth planning can achieve a sustainability that meets the clients’ financial – but also more general – requirements.
Our approach gives you certainty that your wealth will endure even as times change, and that your and your family’s future is built on solid, value-based foundations.
As well as education for the next generation, many wealthy families need help more generally with coordinating and balancing all the interests of different family members. Often the relationships between family members can be even more complex than the assets involved. This makes it all the more important to institutionalize the coordination process to some degree. Many families have also found it beneficial to have a neutral partner on hand – someone known and accepted by everyone – to help settle disagreements, for example.
As a wealth advisor that has supported families for many years, we often find that these families appreciate our team as neutral advisors, and not just in relation to wealth. Kaiser Partner also offers specific, concrete services to support families effectively. Family conferences, for example, that bring all the members of the family round the table. Ideally these are held at regular intervals. If there is a dispute, a family conference can be a vital forum for sorting out differences of opinion.
Our advisors will help you explore how, with our support, the different interests within the family can be brought back in harmony with each other.
Living in a complex world or in a world full of opportunities? The answer depends on the standpoint. With our blog Perspectives and our Insights series, we present the topic of wealth from intriguing perspectives.
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