Fund Solutions

We advise you on tailor-made fund solutions for the management of your assets for the next generation or for the growth of your assets with external investors. The decision is yours whether you prefer to have your assets managed in a structure under the KENDRIS brand or whether we develop your own customised fund solution with our fund business partners.
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What to expect from us

Funds are regulated and transparent investment management structures that are well suited for structured succession planning and asset protection, but also for securing external equity and debt. We offer solutions in established EU fund jurisdictions and work with a network of renowned industry specialists. Together with our long-standing, proven experts and multidisciplinary, internationally oriented teams, we offer you personal, committed and highly professional fund consulting services.

In a constant exchange with you, we listen carefully, discuss your needs and jointly determine your objectives in order to design and establish the right fund solution and  fund structure that is entirely aligned with your interests. At all times, we will ensure compliance with the operational, regulatory and tax requirements applicable to your circumstances.

Comprehensive advice throughout the entire life cycle

From assessing your needs to finding the best fund solution on the market and then monitoring its implementation, you can count on us. We have all the competencies that are important for the administration of your fund solution under one roof. In this way, we guarantee a holistic approach and ensure stability.

We are personally available to you at any time for detailed information.

What sets us apart

International expertise

Over the decades we have developed extensive know-how and experience in wealth planning for families. Swiss and international families benefit from our extensive expertise in fund solutions, both in Switzerland and abroad, and value the long-term relationship of trust.

Governance and compliance

Our in-house multidisciplinarity means we cover all aspects of tax, legal and regulatory governance and compliance. Thanks to this holistic approach, we can anticipate challenges and act in a timely manner.

Competitive advantage

Depending on what proves to be the best solution for you, you profit from a competitive advantage over other ways managing your family wealth.

Key contact

Sara Gunnervik
Sara Gunnervik
Partner
LL.M. Law
T +357 24 63 89 21
Damian Tobler
Damian Tobler
Partner
CFO / CIO
Lic. oec. publ. UZH
T +41 58 450 51 31

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Trustee, Protectorship and Board Mandates

We are at your side in word and deed to protect and expand your family assets in accordance with your aspirations for today's and future generations – be it as your trustee or your protector. We can also strengthen your existing committees as a reliable and competent member of your board of directors or foundation board.

Trusts, Foundations and Companies

Our renowned professionals have proven and profound experience in managing family wealth wherever the family assets are located or the members of the family reside. We are at your side to structure, preserve and help expand your wealth for today's and future generations.

US Trusts

Wealth preservation, asset protection and succession planning for individuals with connections to the US require US solutions. With our domestic and international expertise, we can establish a succession planning vehicle that will fulfil your long-term plans and maximise the benefits of succession planning.

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Investment holding, trading, patent exploitation or management companies – our proven experts can design, establish, manage and administer your Swiss company.

Cypriot Companies

Our experienced and proven experts will set up the right Cypriot structure for you and personally guide you to fully realise the potential of a Cypriot Company.

Trust & Fiduciary 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 peace of mind in times of increasing regulatory complexities. Our expertise in wealth structuring covers both financial and non-financial assets.
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