Proven Track Record of Thirty-Five Years
in the Industry
Our Executives offer Swiss expertise and decades of “big firm” experience in family office, trust, and fiduciary services. Having served in leading positions at companies such as Credit Suisse Trust, UBS Wealth Planning, PricewaterhouseCoopers (PwC), KPMG and Kendris, they provide deep knowledge to our clients and benefit from a long-term recognition in the industry. KALESO has an extensive network of highly qualified professionals in financial, tax and legal advising, as well as accounting services.
No Conflict of Interest
Independence is at the core of our values. We provide impartial advice to our clients and always put their needs first. Contrary to many big firms, we do not offer or promote our own financial products or oblige clients to work with our network of professionals. Rather, we believe in letting clients decide with whom they wish to work and provide assistance or recommendations when and if needed.
Efficient Decision-Making Process
As a boutique firm, we offer timely services to our clients. Our Executives take prompt action and make informed professional decisions without having to navigate through the internal bureaucracy faced by some of our larger competitors. Our business model allows us to streamline and facilitate internal processes and ensure our clients’ needs are met even when faced with short deadlines.
We do not believe in a "one size fits all" approach. All our services are tailor-made to the unique circumstances of our clients. We pride ourselves on providing wherever possible flexible and adaptable solutions. We promote a multi-tiered approach that combines our clients’ needs and our expertise.
Preservation of Privacy
The confidentiality of our clients is of paramount importance. Our staff is trained and committed to protecting your privacy. We have a low staff turnover rate so the same team will continue to safeguard your information and to handle your affairs discreetly.
Direct Access to our Executives
Our Executives cater personally to our clients and do not simply hand them off to junior staff with minimal oversight. At KALESO, you will have a small, dedicated team of experienced professionals working hand in hand with the Executives. Our corporate strategy ensures the Executives have adequate time to focus on each client’s long- and short-term goals.
No Fee on Capital
We work on a time spent basis. We prefer to bill our time rather than charge a percentage of our clients' assets. We believe this is a fair way to conduct our business in an industry where transparency is not always evident.