Family Office in a Box
Comprehensive services regarding family, wealth and beyond - all what you need from a family office.
Effective family governance instruments to set shared values and roles for all family members.
Complete day-to-day management of all wealth- and asset-related activities.
Concierge services, school finder, longevity specials, connecting to like-minded networks.
Our Offering Highlights
Family Governance Framework
Effective family governance instruments to set shared values to balance your preferences and ideals with your goals and objectives.
- Family Charter
- Family Council
- Estate Planning
Full transparency across all your bankable and non-bankable assets, through consolidated reporting with tailored analytics features.
- No need for physical concentration of all your wealth at one place.
- Unparalleled transparency, control and oversight of your global assets.
- Data security & confidentiality are highest priority.
- Operated by financial analysts that have expertise and training in all areas of investment finance.
Overlay Risk Management
Cost-effective downside protection tailored to your needs and risk budget, embedded in overall investment process.
- Systematic risk control and disciplined risk reduction managed centrally
- Implementation with futures and forwards
- Reduction of large losses and tail risks
- Underlying portfolios can be managed by multiple managers
CIO Investment Committee
A joint investment committee led by our CIO, decision making body with your selected family members.
Private & Philanthropy Services
Concierge services, find school, longevity ... or something else you need?
Business & Networking Services
We simplify your daily collaboration with advisors, investment managers and connect you with peers.
In addition, preferential access to the entire investment, financing, advisory and banking suite of Kaleido, including access to private markets, digital assets, lending capabilities, and transactional services.
Let Kaleido be your 'family office in a box'!
As trusted advisors, wealth experts and forward thinkers, Kaleido is designing the entire family office relationship around the uniqueness of each family - with meaningful services for today, tomorrow and future generations.