Kaiser Partner

Overview

Kaiser Partner provides comprehensive wealth planning, fiduciary and trust services, and reporting and controlling for entrepreneurs and families. Its wealth advisory work combines family, business, and investment governance. (Kaiser Partner)

History

Kaiser Partner traces its roots to 1928. Kaiser Partner Privatbank AG, described by the group as an independent partner, states that it has been family-owned since 1977 and fully licensed since 1999. (Kaiser Partner)

Timeline

1. 1928(Kaiser Partner) Kaiser Partner traces its roots to 1928.
2. 1977Kaiser Partner Privatbank AG, described by the group as an independent partner, states that it has been family-owned since 1977 and fully licensed since 1999.

Services

The firm’s wealth advisory service covers planning and implementation, succession support, asset protection, compliance, risk management, and investment vehicles. (Wealth advisory)

Its family office service supports wealthy families with governance, administration, coordination among investment managers and lawyers, and management of global wealth. (Family office)

Kaiser Partner’s fiduciary services cover trusts, private trust companies, foundations, and holding companies for wealthy families, asset managers, investment managers, and other service providers worldwide. Its work involves business assets, intellectual property, global residential and commercial real estate, financial assets, private equity, bank accounts, fine art, classic cars, boats, and planes. (Fiduciary services)

Its reporting and controlling service provides consolidated views of assets, investment governance statements, manager oversight, investment reporting, trust and foundation accounting, tax-base reporting, and cash planning. (Wealth reporting and controlling)

What the firm offers

• Financial planning
• Tax planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client focus

Kaiser Partner works with entrepreneurs, wealthy families, asset managers, investment managers, and other service providers worldwide. Its family office offering is designed for families seeking coordinated administration, governance, and oversight of global wealth.

Approach

The firm describes its approach as personal and holistic. It seeks to understand each client’s professional and family circumstances, then coordinate advice around long-term wealth and succession goals. (Wealth advisory)

Kaiser Partner says its Wealth Table connects internal advisers with external specialists in fields including law, venture capital, real estate, cybersecurity, reputation management, and psychology. (Kaiser Partner)

FAQs

Related resources

• LocationMultifamily offices in Vaduz

  The Multifamily Offices in Vaduz page helps compare firms serving clients in Liechtenstein's wealth management center. It may help a family or entrepreneur assess how Kaiser Partner's financial planning, tax planning, fiduciary, and administration services fit within the local advisory market.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com provides a directory of corporate venture capital firms. A business owner considering private or alternative investments can use it to understand how corporate investment groups differ from a family wealth adviser handling broader planning, governance, philanthropy, and risk needs.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community for single family offices and wealthy families. Readers can use it to explore issues such as family governance, education, philanthropy, administration, and investment oversight that may matter when evaluating advice for an entrepreneurial family in Switzerland or Liechtenstein.

• GuideHow multifamily offices invest

  The How multifamily offices invest page explains common approaches to portfolio construction and private market investing. It can help readers frame questions about asset allocation, alternative investments, risk, liquidity, and the role of investment advice within a wider family wealth plan.

• Similar firmsFinancial Partners FP Ltd.
  Mandorit AG
  CREA Trust reg.

  Profiles for Financial Partners FP Ltd., Mandorit AG, and CREA Trust reg. give readers nearby firms to review alongside Kaiser Partner. Comparing their stated services, locations, and client focus can help a family or business owner identify which questions to ask about tax, fiduciary work, governance, insurance, and administration.

Sources

1. Kaiser Partner
2. Wealth advisory
3. Family office
4. Fiduciary services
5. Wealth reporting and controlling
6. Participant list
7. bank imprint

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.