Trust & Fiduciary

Approved Trust & Fiduciary firms, KENDRIS and Sequent are detailed below.

 

 

 

 

 

 

 

 

Sequent works with international entrepreneurs and families, and their advisors, to plan, structure and administer their wealth for the long term. Until 2019 the business that makes up Sequent was part of Rothschild & Co, one of the most respected names in world finance.

 

The trusted values and integrity that have enabled Rothschild to succeed for over 250 years are still at the heart of everything we do. As an independent firm, we have a singular focus which means we can provide the kind of close, stable, long-term service our clients deserve.

 

Sequent provides wealth planning, fiduciary, and administrative services focused on cross-generational transition, governance and global wealth protection. Our clients and their advisors trust us to design, implement and administer complex financial arrangements and fiduciary structures that stand the test of time. We structure and administer the full range of client asset classes, including bankable/ financial assets, shares in family operating business, real estate, large chattels, art work and other collectable assets.

 

Globally Sequent has over 160 experienced wealth planning and trust professionals, with offices in London, Guernsey, Geneva, Zurich, Singapore and Nevada.

 

Contact details:

Richard Martin, Executive Chairman

Email: Richard.martin@sequent.limited

Address: 1 King William Street, EC4N 7AF London

Website: www.sequent.limited 

 

 

 

 

 

KENDRIS is your Swiss Partner for family office, trust and fiduciary services, national and international tax consulting and legal advice, accounting, outsourcing and art management.

 

Companies, private individuals and families use our services. Our clients also include financial institutions, family offices, law firms and tax consulting firms.

 

KENDRIS supports families and their family offices with tailor-made services which can be used as separate modular blocks. The focus in this regard is asset structuring, consolidation, controlling and reporting. As truly independent partner we intentionally exclude asset management. Through eFamilyOffice you can now access documentation and information real time.

 

KENDRIS understands the concerns of wealthy private clients and offers solutions in complex cross-border constellations. We will guide you and review your investments and transactions. Our understanding of our clients' needs forms the basis for optimal advice, informed decisions and professional implementation. We have the know-how and the infrastructure to tackle all regulatory, legal, tax and technical challenges.

 

KENDRIS is managed by its owners and fully owned by its management and employees. With our technology-based and digital business concept, we provide future-oriented services to our private and corporate clients.

 

KENDRIS has its head office in Zurich and branches in Aarau, Basel, Geneva, Lucerne and Zug. In the European Union our offices are located in Austria (KENDRIS GmbH, Vienna) and Cyprus (KENDRIS (Cyprus) Ltd., Larnaca). With our licensed KENDRIS TRUSTEES (USA) LLC we also support our clients with respective links to the USA.

 

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

 

 

KENDRIS Web Links

 

KENDRIS’ Family Office Services

 

eFamily Office – digital access to data regarding trusts and other structures

 

Factsheet KENDRIS’ Family Office Services

 

Wealth Advising Blog

 

KENDRIS on LinkedIn

 

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