Kendris AG

Overview

KENDRIS provides trust, foundation, fiduciary, corporate, tax, legal, accounting, payroll, business advisory, fund, family office, art management, philanthropy, and succession services. The firm says it is wholly owned and operated by its management and employees.¹

KENDRIS excludes asset management from its offering and focuses on wealth structuring, asset consolidation, controlling, reporting, and governance.¹

History

KENDRIS traces its roots to the establishment of Fides Treuhand Vereinigung in 1910. A 2005 management buyout from KPMG created KENDRIS, and KPMG Business & Outsourcing Services in Aarau was integrated in 2009.²

Timeline

1. 1910KENDRIS traces its roots to the establishment of Fides Treuhand Vereinigung in 1910.
2. 2005A 2005 management buyout from KPMG created KENDRIS, and KPMG Business & Outsourcing Services in Aarau was integrated in 2009.

Leadership

Thomas Frey and Marcel Minger are listed as Partners in KENDRIS’s trust and fiduciary practice.³

Services

The trust and fiduciary practice establishes, manages, and administers companies and foundations. It also supports family wealth structuring and intergenerational succession planning.³

The broader platform includes corporate and business advisory, tax and legal support, accounting and payroll, fund services, family office assistance, art management, philanthropy, and succession planning.¹

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Cross-border planning

Client Focus

KENDRIS identifies private clients, corporate clients ranging from startups to group companies, and institutional clients as core client groups. Its institutional clients include banks, insurers, asset managers, funds, and other financial intermediaries.¹

The firm reports around 205 specialists across Switzerland and international offices in Cyprus, the United Kingdom, Luxembourg, Dubai, Singapore, and the United States.¹

Approach

KENDRIS describes its approach as personal, independent, holistic, and cross-border. It combines multidisciplinary expertise with close client collaboration, and its published values include independence, continuity, entrepreneurial spirit, confidentiality, integrity, and excellence.²

FAQs

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  This article helps families think about when dedicated office capabilities may become useful, based on complexity, governance, assets, and responsibilities. It gives readers a framework for deciding whether to seek coordinated support for investments, succession, philanthropy, education, or cross-border family affairs.

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  Profiles of Safira Wealth Management, Ammer Capital AG, and Baumgartner Family Office AG give readers similar reference points for comparing service categories and client focus. Reviewing these firms alongside KENDRIS can help clarify which questions matter around investment management, family governance, estate planning, and fiduciary arrangements.

Sources

1. KENDRIS
2. KENDRIS, Our Company
3. KENDRIS, Trusts, Foundations and Fiduciary Services

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.