A family owned structure ensures truly independent services to your family. Our core competence is in providing you with asset management, club deals, and wealth reporting services. In addition, through our network and experience, we are able to provide our families with professional advice.

We understand that as wealth grows, your needs and complexity grow. KFP was created not only to protect multi-generational wealth, but to provide a central resource to better manage the present and prepare for the future.

Free Your Time

Central resource for your investment operations
Unload your investment administration
Coordinate professional services
Have your investments managed or advised

Take Control

Consolidated wealth reporting
Advice with long-term financial plans
Tailored investment solutions
Succession planning

Highlights

Alignment of Interests

As a family owned investment office our interests are fully aligned.

Deal Flow

Access to unique private investment opportunities

Transparency

Our stakeholders receive full transparency on KFP's financial performance.

Independence

No internal products means impartial and unbiased investment advice.

Wealth Reporting

Sophisticated consolidated reporting across your entire wealth.

Team

Our team has significant buy-side investment management experience.

Custodian Choice

Your wealth remains in your account. We work with your bank of choice.

Cost Control

Detailed tracking of fees and independent negotiation ensure you receive the lowest cost.

Stability

Switzerland is well-known for its stable currency, legal and political position in Europe.

Learn about our investment philosophy and process.

Planning for your future

The successful transfer of wealth between generations needs planning and preparation.

Succession is a lengthy process that shouldn’t be left to chance. The Baby Boomer generation, those born between 1944 and 1964, are expected to transfer $30 trillion in wealth to younger generations over the next twenty years*. With education and support we guide our members through the planning process, acting as a conduit for key family discussions and encouraging involvement of family members.

Challenges families face in succession planning:

Discomfort in discussing sensitive matters

37%

Younger generation still too young

36%

Unwillingness to relinquish control

33%

Younger generation not qualified enough

31%

Disagreements in family

17%

Not knowing how to build a succession plan

13%

Other

11%

Chart: 2019 UBS Global Family Office Report.

*The Greatest Wealth Transfer In History. Forbes, Nov 11, 2019.

Purpose and legacy

The protection and stewardship of your family wealth is our key purpose. We work with our members to define their long-term goals. Philanthropy can have a long-term impact on society, and enable family members to be actively involved.

82 %

Will the world's wealthiest entrepreneurs increasingly tackle global challenges?

Family offices that answered 'Yes'. 2019 UBS Global Family Office Report.

Panoramic view of Geneva and the jet d'eau on a sunny day