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)
Email: c.lyk@kendris.com
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 – Cambridge, London, 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.
Rawlinson & Hunter is a leading London-based firm of Chartered Accountants established in 1933, and through its international grouping now operates from 12 offices in 10 countries with over 50 partners and directors and over 500 staff.
The Firm offers taxation, accountancy and advisory services to individuals, families and businesses. Rawlinson & Hunter is also the largest firm of Chartered Tax Advisers in the UK.
The Firm specialises in particular in looking after the affairs of high net worth individuals and their families. Typically, we will look after their UK tax affairs, carefully handling their relationship with HMRC. We will provide accounting, tax and (where invited) trustee services for their wealth holding structures and charities, both from London and, where appropriate, through the Firm’s international offices. We can provide sophisticated wealth reporting services through our industry-leading software and offer reporting and support services to their family offices.
We have developed and expanded our suite of services to support our private clients and their families throughout their lives. Our partners and directors are all specialists who lead the advice to our clients, supported by staff who are amongst the best in the profession. We aim to give clear and direct advice without ‘fence-sitting’.
The range of services which our specialist teams at R&H have been delivering to families over many years is set out below. Our expertise in each area combines to provide families with a full service offering alongside their investment, legal and other professional relationships.
Tax Accountancy and Administration
- Accounting, Tax and Regulatory Compliance
- Tax Strategy and Advisory
- Cross Border Taxation
Wealth Services
- Wealth Reporting
- Service Provider Selection
- Philanthropy and Social Investing
Succession
- Next Generation Readiness
- Estate Planning and Administration
- Trusts, Trustees and Executorships
Family Governance
- Governance Objectives
- Governance Advice and Structuring
- Implementation Support and Communication
For further information, please contact Katharine Haggie, Director:
Institut auf dem Rosenberg, the artisan of education, is a private, international boarding school located in St. Gallen, Switzerland pioneering a ‘Talent & Enrichment Programme’ to give students an insight into the rapidly evolving and digital 21st Century work place, so that they learn skills beyond the classroom to prepare them for the outside world.
For over 130 years and over four generations of the Gademann family, this boutique artisanal establishment has offered an unmatched learning environment promoting individuality and fostering natural curiosity, whilst enabling excellent academic achievements. With a unique holistic, creative, and entrepreneurial approach to education, Institut auf dem Rosenberg is among the best international boarding schools worldwide and offers over 40 courses outside of the core academic curriculum.
Also unique to Rosenberg is the Individual Development Plan – IDP® Department, which ensures that pupils of all ages receive personal guidance to carefully plan and support their individual development by identifying and nurturing their talents.
The school caters for 6 – 19-year-olds and offers a truly international, multilingual environment, where 230 pupils of 47 nationalities communicate in several languages. The staff to student ratio is 3:1 with an average class size of eight students to ensure everyone receives individual attention and enables the delivery of excellent academic results.
Website: www.instrosenberg.ch
Summer Camps: www.rosenbergcamps.ch
For further information, please contact Manuel Bernardo, Head of Communications & Relationship Management:
E: m.bernardo@instrosenberg.ch
T: +41 71 277 77 77
For other communications, please contact Helena Hembrow, Account Executive, Mercury Communications:
T: +44 7765 348 224
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 team at: sales@1fs.co
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:
UK contact:
Email: info@agreusgroup.com
Telephone: +44 (0) 20 7043 1408
Address: 1 The Green, London, E4 7ES
USA contact:
Email: usa@agreusgroup.com
Telephone: +1 646 774 0220
Address: 57 West 57th Street, 3rd and 4th Floors, New York, 10019
Website: www.agreusgroup.com
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