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Submitted URL: http://www.linkedin.com/company/kalesogroup
Effective URL: https://www.linkedin.com/company/kalesogroup
Submission: On December 07 via api from US — Scanned from DE
Effective URL: https://www.linkedin.com/company/kalesogroup
Submission: On December 07 via api from US — Scanned from DE
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KALESO GROUP
FINANZDIENSTLEISTUNGEN
LAUSANNE, VAUD 163 FOLLOWER:INNEN
PREMIER BOUTIQUE FIRM SPECIALIZING IN TRUST, FAMILY OFFICE AND FIDUCIARY
SERVICES
Folgen
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alle 10 Mitarbeiter:innen anzeigen
* Dieses Unternehmen melden
INFO
KALESO Group is recognized as a premier multi-family office representing
families, their affiliated structures, and their family offices. Rooted in
Switzerland with locations in the United States and Panama, our boutique firm
offers tailor-made, Swiss-quality solutions to clients in all regions of the
world. We offer a wide range of services from trust and fiduciary services to
succession planning and corporate management for ultra-high net worth clients.
Asset management and audit services are intentionally excluded to ensure our
independence and avoid any conflict of interests. We collaborate with clients’
existing advisors and with our extensive network of renowned professionals to
achieve the most advantageous results. Our goal is to implement solutions that
allow for maximum flexibility in light of ever-changing circumstances. We use a
proactive, innovative, and future-oriented approach to protect client interests
and optimize asset growth across generations.
Website www.kaleso.com
Externer Link zu KALESO Group
Branche Finanzdienstleistungen
Größe 11–50 Beschäftigte
Hauptsitz Lausanne, Vaud
Art Privatunternehmen
Spezialgebiete Trust and Fiduciary Services; Trusteeship, Protectorship, and
Directorship; Family Office Services; Succession Planning; Corporate Management
and Administration; Philanthropy Services; Accounting and Consolidation
Services; Executorship: Administrator of an Estate as Executor (only in
Switzerland)
ORTE
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Lausanne, Vaud 1003, CH
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PH Destiny, Suite #48C
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Wegbeschreibung
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Suite 800
Miami, Florida 33131, US
Wegbeschreibung
BESCHÄFTIGTE VON KALESO GROUP
* NICHOLAS VIGGOR
DIRECTOR, LEGAL & WEALTH AT KALESO SA
* LEE WILKINSON-BROWN
ACCOUNTANT FOR KALESO
* DOMINIQUE TAVARES
OFFICE MANAGER - EXECUTIVE ASSISTANT - COMPANY ADMINISTRATOR
* MARIKA FAVRE
TRUST ADMINISTRATOR CHEZ KALESO SA
Alle Beschäftigten anzeigen
UPDATES
* KALESO Group
163 Follower:innen
2 Monate
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* KALESO Group
163 Follower:innen
2 Monate
* Diesen Beitrag melden
Many thanks to our Business Partners, Clients and Friends for this
recognition.
*
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* KALESO Group
163 Follower:innen
11 Monate
* Diesen Beitrag melden
A big congratulations to our Partner Magdalena Gomes for being nominated
Adviser of the Year in Estate Planning by Finance Monthly in their Global
Awards 2022!! At KALESO Group we are proud to offer our clients with the
highest level of advice and services. View publication here:
https://lnkd.in/eQuEZveP
Finance Monthly
1.567 Follower:innen
1 Jahr
Finance Monthly Global Awards 2022 Winners Edition Now Live. Recognising and
commending financial advisers and organisations from across the globe who
have excelled in their work and have performed at the highest level possible.
Featuring; Eugene DeVilliers, CEO of Tenacity Financial Services, Nick
Cantrell, Founder of Green Future Wealth Management, Marc Kramer, Founder &
CEO of Stress Free Family Business and Ryan Clark, Director of Veld Mergers
and Acquisitions. View all the winners here: http://ow.ly/yS5C50LWYiG #winner
#finance #globalawards #award #winnersedition #financeawards #financemonthly
#winners
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* KALESO Group
163 Follower:innen
11 Monate
* Diesen Beitrag melden
Congratulations to our affiliate company Kaleso Trustee Switzerland SA for
being Swiss Financial Market Supervisory Authority FINMA authorized. This new
license will further expand the wide gamut of services offered by KALESO
Group.
OSIF Organisme de Surveillance des Instituts Financiers
432 Follower:innen
1 Jahr Bearbeitet
La FINMA vient de délivrer une 16e autorisation de Trustee en Suisse:
Félicitations à la société Kaleso Trustee Switzerland SA ! Nicholas Viggor
Magdalena Gomes Dominique Tavares Philippe Honhon Marc Hodara Aida Agic Noël
Philippe Perles Stephanie Hodara El Bez Nicole Curti https://www.kaleso.com/
HOME | KALESO
KALESO.COM
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