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.
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What to expect from us

Trusts, foundations and companies are common and established vehicles for structuring, preserving and growing family wealth for current and future generations. Such structures need to be set up in an individualised manner to efficiently and effectively achieve the desired objectives of succession and financial planning, always in accordance with applicable laws and regulations.

We offer you highly personalised and robust solutions to accomplish your family goals. We act fully independently with only your best interests in mind and free from any conflicts of interest vis-à-vis financial institutions, banks and private equity firms. 

Services at a glance

Keeping a cool head in turbulent times is one of our strengths. Regardless of what you need support with: We offer the right and suitable services for your trust and the administration of your company. Together with you and our legal and tax experts, we will determine the necessary steps to implement your roadmap for preserving your family legacy and assets over generations – be it within the framework of a trust, a foundation or a corporate solution.

Analysis

We analyse existing structures, your situation and circumstances as well as any current or future regulatory impacts in order to set up or take over a structure that can deliver the results you expect.

Implementation

Since we work in interdisciplinary teams and take a cross-divisional approach, we can set up the proposed structures in-house and/or coordinate the set-up with external professional firms. Depending on your needs and preferences, we can also work with external partners selected by you. We are flexible in every respect.

Administration

Once your wealth management structure or your succession solution have been established, we take care of the day-to-day administration of the assets held by the structure, managing purchases and sales, acquisitions and other related transactions as required. We have experience in the administration and management of a wide variety of asset classes, including cash and investment portfolios, residential and commercial properties and development projects, family-owned companies, private equity investments, intellectual properties, yachts, aircraft, artwork and antiques. In managing your trust, we provide the continuity and stability you expect from a professional trust company in today's fast changing world. 

Monitoring

To ensure that your long-term plans are implemented in the best possible way, we monitor the structures put in place and regularly analyse whether improvements and changes need to be made to keep a structure in the best shape from all relevant aspects. We regularly review the impact of regulatory changes to keep a structure both robust and compliant with applicable laws. We will keep an eye on all your financial investments, consolidate the assets held by the structure against chosen benchmarks and review the performances achieved. We conduct audits of the fees charged by banks and financial institutions to ensure they are in accordance with the fee agreements concluded.

What sets us apart

Flexibility

The future challenges that wealthy families will face in succession and legacy preservation over multiple generations require an agile and flexible partner who is able to quickly align even timeless solutions to new circumstances and requirements. 

Transparency

Whatever we do, we act in a fully transparent manner. You will be given all the necessary tools to digitally review all our work results and steps we undertake in administering your structure. Our advisors will be clear and easy to understand. We always act transparently and free of conflicts of interest. There are no hidden charges or remuneration that we collect while acting as your fiduciary partner.

Service quality and dependability

Service quality and dependability are among our key differentiators. We take care of our tasks and respond instantly to your requests irrespective of time zones, public holidays or vacations of members of your engagement team.

Key contact

Marcel Minger
Marcel Minger
Director
­BScBA
TEP/Dip(ITM)
T +41 58 450 59 47
Jessica Schädler
Jessica Schädler
Director
MSc (ULaw)
TEP
T +41 58 450 59 37

More trust and fiduciary services

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.

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.

Swiss Companies

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.

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.

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 piece of mind in times of increasing regulatory complexities. Our expertise in wealth structuring covers both financial and non-financial assets.
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