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Trusts, Foundations & Companies

KENDRIS establishes, manages and administers trusts, foundations and various forms of companies in Switzerland and abroad. Our experts have in-depth experience with the structuring and administration of a wide range of assets, such as:

  • Financial assets (bankable assets)
  • Real estate
  • Collections (e.g. art. classic cars, wine)
  • Participations in operating companies and family companies
  • Yachts, aeroplanes
  • etc.

We will carefully monitor changes to the legal basis and ensure that the structure is managed in compliance with the applicable laws.

Trusts

Trusts are a preferred succession planning tool and are characterised by a high level of flexibility. Our internal tax and legal experts will develop the right trust for you.

Thanks to the ratification of the Hague Trust Convention, trusts in Switzerland are recognised.

Furthermore, we have the opportunity to establish trusts in conjunction with our American trustee company in South Dakota, which in particular helps our customers with a U.S. connection to solve their U.S.-related needs. Go to the "KENDRIS TRUSTEES (USA) LLC" Website.

Foundations

A foundation allows you to designate a portion of your assets for a special purpose, such as philanthropic activities. Our experts will provide you with advice and guidance.

Companies

At your request, we will establish and manage holding, trading, patent exploitation and management companies in Switzerland and abroad.

Our specialists will ensure compliance with tax, company law and regulatory requirements.

Head of Trust and Corporate Administration
Headquarter - Zurich
Gabriella Patané
+41 58 450 59 51
Partner, Trust & Corporate Administration, Office Managing Partner Zurich
Headquarter - Zurich
Antonia Spuhler
+41 58 450 59 27

Events

29 November 2018
08:45 17:30

International Estate Planning Summit 2018 (IFZ Conference)

Brasserie Lipp, Zürich
This «International Estate Planning Summit» is aimed at discussing and analyzing important aspects of international estate planning and tax transparency for a number of selected countries. The Summit will focus mainly on aspects that should be considered in tax and wealth planning for high net worth individuals and corporations from a multijurisdictional perspective.

Latest Releases

27 April 2018
Ein grosser Teil des Erfolgs eines Familienunternehmens ist auf eine gemeinsame Vision und Mission sowie geteilte Werte innerhalb der Familie zurückzuführen. All diese Faktoren stärken den Familienzusammenhalt, welcher einen direkten Einfluss auf den Erfolg des Familienunternehmens und die Nachfolgeplanung hat.
29 January 2018
KENDRIS supports families and their family offices with tailor-made services which can be used as separate modular blocks. The focus in this regard is asset structuring, consolidation, controlling and reporting. As truly independent partner we intentionally exclude asset management. Through eFamilyOffice you can now access documentation and information real time. Highlighted below are the available service modules.