Private Clients

For our private clients, whether high-net-worth individuals or families (including families with their own family office), we offer a sound range of solutions for your everyday requirements, including robust financial, reporting and regulatory governance.

Services

Our expertise

The fact that we have been experts in our field for practically a century speaks for itself. But what sets us apart is that we are constantly evolving and specialising, and we always take an innovative and holistic approach to providing our clients with the best possible solution at all times. 

Integrity and values

Our areas of activity require the highest levels of integrity, trust, confidentiality, reliability and accuracy, which is why these values are naturally part of our DNA. Together with our expertise, they enable us to offer you our services in a safe manner, with meticulous attention to detail.

Independent advice

Because we are not tied to any financial institution, we can offer an independence that is unique in our industry and enables us to act in your best interests at all times. This independence allows us to formulate our solutions by taking the knowledge and expertise of a wide range of sources into account.

Locally anchored, globally networked

Our roots are in Switzerland – and strong roots have the ability to spread far and wide. In this spirit, we have been able to build a stable international network over the many years we have been in existence, enabling us to meet your local as well as global needs to the full.

Locations

Personal and flexible

We combine a personal and holistic view with solutions designed with a multidisciplinary approach to offer you service packages that are suitable for you and meet all your requirements.

Contact Us

Our Private Clients services

We establish, manage and administer trusts, foundations and a range of company types in Switzerland and around the world. With you, we develop your roadmap to structure your family's wealth in order to lay the foundation for a smooth transition of wealth to the next generation. We deliver piece of mind in times of increasing regulatory complexities. Our expertise in wealth structuring covers both financial and non-financial assets.
Our legal experts have extensive experience in advising and representing private and corporate clients worldwide, covering the full range of legal aspects. We navigate and support you through the increasingly complex legal framework while maintaining a personal touch.
Regardless of whether you want to implement a business idea or you are already active as an entrepreneur – we can assist you in the tax-optimised planning and implementation of your operations.
With our long-standing in-house experience in the areas of law, tax, regulation and compliance, we provide both strategic and operational assistance in establishing and managing your family office.
We cover all aspects of your art collection and accompany you through all phases of collecting, contracts and transactions as well as logistics.
At KENDRISfly we provide you with assistance and advise on all business aviation aspects, so you can simply enjoy your private jet. We offer comprehensive solutions for buying, setting up the ownership structure, operating and selling an aircraft which makes us your perfect partner.
We advise and assist you in setting up and promoting a legally compliant foundation that pursues your charitable goals.
As a leading Swiss partner for family office, trust and fiduciary services, we provide investment reporting with a unique holistic approach. The reporting is based on (securities) accounting data with the deepest data granularity and includes bankable and non-bankable assets. Combined with our easy-to-use reporting tool, it provides you with an astonishingly clear overview.
We offer a wide range of advisory and reporting services relating to the AEoI regimes FATCA, CRS and MDR/DAC6, based on your individual needs to help you tackle your obligations.

Key contact

Jasmine Stefanoni
Jasmine Stefanoni
Partner
Certified Fiduciary Expert
TEP
T +41 58 450 59 04

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