Kehrli & Zehnder Family Office Services AG

Overview

Konrad Zehnder Wealth Partners presents itself as an independent Swiss wealth manager focused on personalized investment management and family office support. Its client base includes wealthy individuals and families, trusts, charitable foundations, and pension funds.¹

History

The firm says it was originally founded in 2003.¹

Leadership

- Albert Konrad, Senior Partner: Specializes in portfolio management, wealth and succession planning, and philanthropy.¹ - Dr. Dominik E. Zehnder, Senior Partner and Co-Founder: Focuses on asset allocation, private equity, and hedge fund investments.¹ - Pablo Frei, Partner and CIO: Leads portfolio and asset management, with a focus on global financial markets and alternative investments.¹ - Michael Wyss, Partner and CEO: Specializes in integrated financial advice.¹

Services

### Active portfolio management

The firm develops individualized investment strategies and financial plans, using direct equities and bonds, active and passive funds, alternative investments, and Asia-focused investments. Services include discretionary management, portfolio reporting, portfolio risk analysis, and the use of ESG criteria when clients request them.¹

### Family office services

Family office support covers intergenerational wealth transfer, coordination of national and international tax matters, family governance structures, philanthropy advice, and assistance for foundations, family boards, and boards of directors.¹

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Private and alternative investments
• Cross-border planning

Client focus

Konrad Zehnder Wealth Partners works with wealthy individuals and families as well as trusts, charitable foundations, and pension funds. The firm also reports particular specialization in alternative investments, Asia, family governance, and succession planning, supported by an international network.¹

Approach

The firm emphasizes absolute returns, careful risk awareness, long-term wealth preservation and compounding, systematic asset allocation, and a best-in-class selection process.¹

Regulatory status

Konrad Zehnder Wealth Partners states that it has held FINMA asset manager authorization since July 2022. FINMA’s current list identifies Konrad Zehnder Wealth Partners AG as an authorized portfolio manager supervised by FINcontrol Suisse AG.²

FAQs

Related resources

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• GuideQuestions to ask a multifamily office

  The questions to ask a multifamily office page offers a framework for reviewing a prospective adviser's services, fees, decision processes, and communication practices. Its prompts can support conversations about portfolio management, tax and estate planning, philanthropy, family education, governance, and cross border responsibilities.

• Similar firmsHelvetia Investment Advisors SA
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  Profiles for Helvetia Investment Advisors SA, ICAM & Partners SA, and Renalco SA provide nearby points of comparison on this site. Reviewing these firms alongside Konrad Zehnder Wealth Partners can help a family or business owner compare service mixes, client focus, and approaches to Swiss wealth management.

Sources

1. Konrad Zehnder Wealth Partners
2. FINMA authorized portfolio managers list

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.