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Family Office in a Box

Comprehensive services regarding family, wealth and beyond - all what you need from a family office.

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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
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Consolidated Reporting

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.
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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
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CIO Investment Committee

A joint investment committee led by our CIO, decision making body with your selected family members.

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Private & Philanthropy Services

Concierge services, find school, longevity ... or something else you need?

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Business & Networking Services

We simplify your daily collaboration with advisors, investment managers and connect you with peers.

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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.
R.Bauer
Rolf Bauer
CEO
 

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.

 

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