Family Office

We support family offices with our entire service palette. In addition we take over:

  • Performance reporting in a sound transparent presentation combined with securities and financial bookkeeping ready to be audited.
  • Investment controlling, analysis of performance, compliance checks as well as cost controls. Of course you are also free to use additional services when necessary.

What is a family office?

All services provided by KENDRIS can be used in a modular way by family offices. KENDRIS supports family offices with tailor-made services which can be used as separate modular blocks. The focus here is asset structuring with trusts, foundations and companies, tax and legal issues, art management, real estate advice, shareholdings, philanthropic activities, succession and estate planning as well as consolidation, accounting, controlling and reporting of assets.

As a truly independent partner, KENDRIS deliberately excludes asset management and responds to the needs of a given family (or families) in its own thoughtful, substantiated way. When- and wherever you need external support: our specialists will gladly contribute to the success of your family office.

Factsheet Family Office (engl. pdf, 754 kb)

Contact

For further information please contact:
Adrian Escher