Your Family Office
Free Your Time
Centralise your affairs
Unload your daily administration
Coordinate legal and accounting matters
Have your investments managed and overseen
Consolidate reporting across all your investments
Establish your long-term financial plans
Tailor investment portfolios to your needs
Build your succession plan and involve family members
Benefits of KFP
No internal products means impartial and unbiased investment advice.
Alignment of Interests
As a member owned multi-family office our interests are fully aligned.
Our stakeholders receive full transparency on KFP's financial performance.
Your wealth remains in your account. We work with any bank you want.
Detailed tracking of fees and independent negotiation ensure you receive the lowest cost.
Sophisticated, detailed, and custom-built reporting across your entire wealth.
Our team has significant buy-side investment management experience.
We leverage the network of our families to find and invest in unique opportunities.
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:
Discomfort in discussing sensitive matters37%
Younger generation still too young36%
Unwillingness to relinquish control33%
Younger generation not qualified enough31%
Disagreements in family17%
Not knowing how to build a succession plan13%
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.
Will the world's wealthiest entrepreneurs increasingly tackle global challenges?
Family offices that answered 'Yes'. 2019 UBS Global Family Office Report.