Family Office Services
We help you and all your family members manage and administer your family wealth from a holistic perspective, consolidation, coordination and continuity across generations, jurisdictions and asset classes.
Our services
01, Arranging your wealth
We have the framework you need to manage and protect your personal and real estate wealth for generations to come. We help carry out estate planning and asset transfers in accordance with your family values and charter.
02, Non-financial assets
We advise on buying, selling, financing and maintaining your real estate assets. We can also help you buy or sell a business, because wealth extends past what sits in a brokerage account.
03, Comprehensive wealth planning
Our consolidation system encompasses all types of assets, from conventional investments such as equities and bonds to non-traditional assets including real estate, artworks, private equity and cryptocurrencies. Having this comprehensive view eliminates potential cluster risks from your portfolio.
04, Secure information vault
We offer storage and archiving for important items, insurance policies, original paperwork, passwords, confidential information, or whatever you would like to keep safe with us.
05, Strategy and access control
We oversee your strategy and supervise the agents responsible for managing your portfolio. With your agreement, members of your family may also participate. By controlling access rights, we ensure full privacy of information.
Our customised solution
We offer a comprehensive, focused wealth planning service that analyses your assets comprehensively, regardless of complexity or number of custodians.
Every Kaeberg relationship starts with a private conversation, unhurried, confidential, without obligation.
