Your trusted financial advisor

Independent Swiss advisory group, expert trustees and wealth managers

PORTFOLIO MONITORING

One platform to access all your portfolios

PORTFOLIO MANAGEMENT

Access to financial services with total transparency

TRUST & COMPANY MANAGEMENT

Fiduciary services and preservation of family wealth

In a volatile and uncertain world, security and continuity are key to ensuring financial stability for international families and their future generations.

Kestrel has over thirty years' experience of bespoke trust and estate planning for wealth creators and their families and has a personal understanding of beneficiaries and the issues they face.

Our Trust and Company team works with internal and external advisers to implement and actively administer trusts and companies to the highest standards in the knowledge that for trust structuring to be effective, active and meticulous management is key.

As Trustees we are conscious of our fundamental duty to report and beneficiaries are able to directly access information on Trust assets using our sophisticated Portfolio Monitoring and other reporting systems as part of our service.


Nigel
MIFSUD

E-SERVICES

Access and communication anytime, anywhere

COMPLIANCE OUTSOURCING

Delegated support for regulated businesses

Are you overwhelmed with Compliance Requests, updates of Client Profiles, ongoing bank KYC, US FATCA, W-8BEN-E, W-9 Forms, UK FATCA, “A” and/or “T” forms? If this is the case, we offer services to relieve you of some of this non-productive time allowing you to concentrate on your core business.

Thanks to our worldwide contacts and our wide range of clients, we are permanently updating our knowledge of new regulations enabling us to master a broad variety of obligations.

Simply tell us more about your needs. Together we will find a solution.


Jésahel
RUFENER MACARIO

ABOUT US

Discover Kestrel


Copyright © 2015 Kestrel. All rights reserved.