Your Family Office
Free Your Time
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Centralise your affairs
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Unload your daily administration
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Coordinate legal and accounting matters
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Have your investments managed and overseen
Take Control
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Consolidate reporting across all your investments
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Establish your long-term financial plans
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Tailor investment portfolios to your needs
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Build your succession plan and involve family members
Benefits of KFP
Independence
No internal products means impartial and unbiased investment advice.
Alignment of Interests
As a member owned multi-family office our interests are fully aligned.
Transparency
Our stakeholders receive full transparency on KFP's financial performance.
Custodian Choice
Your wealth remains in your account. We work with any bank you want.
Cost Control
Detailed tracking of fees and independent negotiation ensure you receive the lowest cost.
Consolidated Reporting
Sophisticated, detailed, and custom-built reporting across your entire wealth.
Team
Our team has significant buy-side investment management experience.
Network
We leverage the network of our families to find and invest in unique opportunities.
Stability
Switzerland is well-known for its stable currency, legal and political position in Europe.
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:
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.
