Check
You are a family looking to transfer wealth to the next generation but want a “health check” on the envisioned setup?
Family (Office) Advice
Comprehensive advice across setup, governance, oversight and structuring — all what you expect from a sparring partner.
Optimize
You have an existing family office with low business turnover and want to optimize your family office setup?
Transition
You are an individual or family with a major liquidity event and want to ensure proper wealth transition?
Manage
Your foundation has a substantial investment mandate and you want to ensure proper wealth management.
'Our top-notch family experts manage the relation with a long-term holistic perspective, without conflict of interest (due to our fully open architecture) and with full discretion and confidentiality.'
Rolf Bauer, CEO
Family Setup "Health Check"
KALEIDO’S SPECIALISTS WILL REVIEW YOUR EXISTING SETUP IN A STRUCTURED MANNER, PROVIDING FEEDBACK ALONG THE FOLLOWING DIMENSIONS
- Family governance
- Legal governance
- Investment governance
- Operational governance
ADVICE TO STRENGTHEN YOUR FAMILY VALUE SYSTEM
EFFECTIVE FAMILY GOVERNANCE INSTRUMENTS TO SET SHARED VALUES TO BALANCE YOUR PASSIONS AND IDEALS WITH YOUR GOALS AND OBJECTIVES
- Family charter
- Family council
- Estate planning
SETUP OF CONSOLIDATED REPORTING
FULL TRANSPARENCY ACROSS ALL YOUR BANKABLE AND NON-BANKABLE ASSETS, THROUGH CONSOLIDATED REPORTING WITH TAILORED ANALYTICS FEATURES
- No need for physical concentration or aggregation of all your wealth at one place.
- Unparalleled transparency, control and oversight of your global assets.
- Data security & confidentiality are highest priority and are embedded into every business process and activity.
- Operated by financial analysts that have expertise and training in all areas of investment finance (CFA’s, CAIAs, FRM’s and Master’s in Finance and Business Administration), fully equipped to ensure the highest level of professional oversight of all your assets.
OPTIMIZING THE WAY YOUR WEALTH IS STRUCTURED
A VARIETY OF INVESTMENT VEHICLE SOLUTIONS FOR ORGANIZING FAMILY WEALTH
- Foundation
- Trust
- Private label fund
ADVICE TO SETUP YOUR TAILOR-MADE FAMILY OFFICE
YOU WANT TO ESTABLISH A DEDICATED ENTITY PROFESSIONALLY MANAGING YOUR FAMILY AFFAIRS AND WEALTH
- Mission setting & Governance
- Setup & Infrastructure
- Wealth structuring, Investment management & Risk management
- Business partners & Costs
Advice re the entire investment, financing, advisory and banking suite of Kaleido
including access to private markets, digital assets, lending capabilities, and transactional services.
