Conference Partners
A handful of sponsorship opportunities are available for the Global Family Office Conference. Please do contact us if you are interested for further information.
Conference Partners
KENDRIS is your Swiss partner for family office, trust and fiduciary services, Swiss and international tax and legal advice, accounting, outsourcing, aviation advisory and art management.
Our clients comprise companies, individuals and families as well as family offices, financial institutions, law firms and tax consultancies. We offer our clients tailored solutions to help them achieve their objectives.
KENDRIS is fully owned and operated by its management and employees. We employ around 180 specialists at our headquarters in Zurich, our offices in Aarau, Geneva, Lucerne and Zug and our subsidiaries in Larnaca (Cyprus), DIFC / Dubai (United Arab Emirates), the UK and the US.
While our roots are in Switzerland, we are active in more than 40 countries around the world. Our strong Swiss presence – in central/northeast Switzerland and in French-speaking Switzerland – and our specific know-how in various sectors and markets make us an expert and reliable partner for both corporate and private clients.
Contact details (for Family Office Services):
Christian Lyk, Partner, Chief Executive Officer (CEO)
Tel: +41 58 450 50 00
Address: KENDRIS Ltd. Headquarter, Wengistrasse 1, CH-8021 Zurich, Switzerland
BDB Pitmans was established in 2018 following a merger between legacy firms Bircham Dyson Bell (BDB) and Pitmans Law. The firm brings together over 300 years of legal expertise across four locations – London, Cambridge, Reading and Southampton.
Our priority is to achieve outstanding outcomes for our clients. We listen to you and your business objectives or life goals so that we provide not only excellent technical advice, but a complete solution. We work for you to understand the challenges you face, and aim to not just meet expectations, but to exceed them.
Our highly skilled and experienced teams provide a range of services for individuals spanning family, private wealth and residential. We can provide guidance on a range of matters including estate planning, wealth structuring, trust management, wills, international tax and residential property. We also provide family and matrimonial advice.
We regularly act for high net worth individuals, family estates, trusts and offices, entrepreneurs, philanthropists, individuals seeking employment law advice or looking to buy or sell land and property.
For further information, please contact:
Emma Roche, Legal Director
Sophie St Johns, Partner
Barnett Waddingham is a leading independent UK professional services consultancy focussing on investment, risk insurance and pensions. We have nine offices with our headquarters based within the City.
We are a private partner-owned company and have no external shareholders, this allows us to take a long term view and ensures we are free to always do the right thing by our clients at all times. We work continuously to deliver on our values and our promise, ensuring the highest levels of trust, integrity and quality. Our people are the key to the success of our business, we are proud of the fact that people who join Barnett Waddingham tend to stay.
Our investment consultancy team has over 140 investment professionals and £140bn of assets under advice. Our client base comprises of both public and private entities. Our dedicated family office team has decades of experience advising family offices and other investors. We specialise in developing, refining, implementing and monitoring tailored investment strategies. We seek to become our clients’ trusted advisor on all investment related matters, working alongside any in-house CIO or investment team as appropriate. We are not swayed by the need to push products or deliver short-term profits – for this reason, we do not manage assets ourselves, as this would present a conflict. Your investment consultant will in no way be remunerated according to which products you select or how much you invest with a particular investment manager, as we believe this is the only way to provide you with truly independent advice.
1fs:Wealth is a UK headquartered fintech company that innovates in wealth technology and has pioneered a revolutionary Digital Wealth Intelligence platform for family offices, wealth managers and private banks. The platform manages and controls all assets allowing strategic portfolio and asset level decisions through the highly efficient use of data and technology.
The First:Wealth intelligence platform enables clients to efficiently load all of their assets including liquid, illiquid, real estate and collectables and all associated documentation.
It provides a single, accurate, real-time view of global assets, with detailed insights into asset-tracking, real-time valuations and risk and drill-down capabilities into SPVs, trusts and individual assets. Furthermore, the highly secure platform enables accurate tracking of ESG and Impact investments. It provides a framework for Principals and NextGens to accurately monitor and protect family wealth.
The 1fs:Wealth team is led by finance entrepreneur Bobby Console-Verma and his co-founder, technology entrepreneur Vitaly Nechaev.
Along with an exceptional team, they bring deep expertise in finance and a proven track record of designing and building easy-to-use technology that solves critical client problems.
For further information, please contact the 1FS team
Agreus Group is a full-service resources and recruitment consultancy – dedicated to working exclusively with Family Offices throughout the World.
If you have an immediate requirement, or if you’re just starting to think about growing your Family Office, we’d be more than happy to meet with you to discuss how we might be able to help.
And, if you're considering pursuing a career in a Family Office, our experienced consultants will be able to help you find your ideal position.
Agreus is a powerful network of experienced resourcing and recruitment professionals. We’re committed to helping Family Offices plan for growth, find the right people and make the most of existing resources.
Our services include:
• Resource Planning
• Recruitment
• Interim Management
• Human Resources
For further information, please contact Agreus Group:
Telephone: +44 (0) 20 7043 1408
Telephone: +1 646 774 0220
Website: www.agreusgroup.com
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