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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There is a solution to every wealth preservation and asset protection challenge

International families with ties to the US, whether through family members residing in the US, real estate projects or investments in the US, require US solutions. US trusts and foreign trusts in the US are well-recognised estate planning vehicles. They offer highly flexible means of structuring wealth and can be used to hold all types of assets and rights without restriction. As a result, we are able to cover the full range of our clients' individual needs. 

When it comes to securing and preserving your global or local assets in a stable manner, you need experts who operate with the highest level of integrity and professionalism, who have not only domestic but also international trustee expertise and who can provide you with independent advice.
Thanks to our comprehensive approach, our multidisciplinary set-up and cross-divisional collaboration, you can enjoy the comfort of knowing that all aspects relevant to your structures are being handled holistically at all times.

Our solution: KENDRIS TRUSTEES (USA) LLC

Our US trust company provides high-net-worth individuals, family offices, financial institutions, law firms and their clients with tailored solutions that meet their long-term planning objectives. KENDRIS TRUSTEES (USA) LLC combines expertise with our unique ability to take a holistic perspective. This is how we deliver results that last.

Through our broad global network of legal, tax and regulatory professionals, we provide you with stable structures that will stay the course and serve your goals. 

 

KENDRIS TRUSTEES (USA) LLC is a wholly owned subsidiary of KENDRIS AG and completes the wide range of services we can offer our international clients. It responds to the demands of a globally oriented clientele with a variety of proven US estate planning tools.

We specialise in the administration of US and foreign trusts established in South Dakota, as well as trusts from other jurisdictions that need to be domesticated or reformed to South Dakota. Our independence is key to ensuring that your interests come first throughout the process.

 

Visit KENDRIS TRUSTEES (USA) LLC

The benefits

South Dakota as a US trust jurisdiction has several advantages:

  • Unlimited perpetuity period (duration of the trust)
  • Domestic asset protection provisions
  • Low state premium tax on life insurance premiums
  • Court records are sealed in perpetuity and not publicly accessible
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What sets us apart

Independent partnership

We fulfil our role as your partner by engaging closely with you, understanding you and your environment, internalising your goals and pursuing them in a transparent manner. These qualities are strengthened by our independence.

Absolute integrity and discretion

Your goals are our goals. This is reflected in our high availability rate and fast response time. Through our comprehensive approach and independence, our interdisciplinary teams find effective solutions for you. For us, our fiduciary duties and our confidentiality are of utmost priority at all times.

Long-term relationships and foresight

We are committed to growing with you. With our unrivalled capability to adapt entirely to your requirements, our strong commitment goes hand in hand with increased proactivity. This enables us to consistently represent your interests and point out potential structures, solutions or upcoming challenges to you in a timely manner.

Key contact

Khaled Rezaie
Khaled Rezaie
Partner
MSc
TEP (Dip ITM)
T +41 58 450 52 40
Gordana Tisljar
Gordana Tisljar
Director
TEP
Dip(ITM)
T +41 58 450 51 07

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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.

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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