Kaleso Group

KALESO Group is a multi-family office providing advisory, fiduciary, and administrative services to families, their affiliated structures, and family offices. Headquartered in Switzerland with offices in the Americas, the firm delivers tailor-made solutions in accordance with Swiss standards of quality, governance, and professional conduct to clients globally. The firm’s services include trust and fiduciary services, succession and estate planning, corporate administration, and the ongoing administration of client structures. KALESO Group does not provide asset management, brokerage, custody, or audit services. These activities are deliberately excluded in order to preserve the firm’s independence and to mitigate potential conflicts of interest. KALESO Group acts in coordination with clients’ appointed advisors and selected external professionals, including legal, tax, and investment specialists, as appropriate. Such collaboration is conducted within clearly defined mandates and governance frameworks to ensure transparency, accountability, and alignment with client objectives. In performing its services, KALESO Group applies a disciplined, forward-looking approach to structuring and administration, designed to accommodate evolving legal, regulatory, and personal circumstances. The firm’s objective is to support the orderly preservation, governance, and intergenerational continuity of family assets, while acting in the best interests of its clients at all times.