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Family (Office) Advice

Comprehensive advice across setup, governance, oversight and structuring — all what you expect from a sparring partner.

 

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How can we help? What's your case?

Or you are simply interested in our ‘family (office) advice’ offering?

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Check

You are a family looking to transfer wealth to the next generation but want a “health check” on the envisioned setup?

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Optimize

You have an existing family office with low business turnover and want to optimize your family office setup?

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Transition

You are an individual or family with a major liquidity event and want to ensure proper wealth transition?

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Manage

Your foundation has a substantial investment mandate and you want to ensure proper wealth management.

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'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"

KALEIDOS SPECIALISTS WILL REVIEW YOUR EXISTING SETUP IN A STRUCTURED MANNER, PROVIDING FEEDBACK ALONG THE FOLLOWING DIMENSIONS
  • Family governance
  • Legal governance
  • Investment governance
  • Operational governance
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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
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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.
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OPTIMIZING THE WAY YOUR WEALTH IS STRUCTURED

A VARIETY OF INVESTMENT VEHICLE SOLUTIONS FOR ORGANIZING FAMILY WEALTH
  • Foundation
  • Trust
  • Private label fund
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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
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Advice re the entire investment, financing, advisory and banking suite of Kaleido

including access to private markets, digital assets, lending capabilities, and transactional services.
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We're here to serve you!

Guiding families as a trusted partner and mediator for all opportunities and challenges of the family to preserve wealth over generations.

 

Contact Us