SERVICES
INVESTMENT MANAGEMENT AND CONSULTING
KWS helps the firm's clients grow and secure their assets through customized consulting and management solutions. Our consulting team provides reliable, unbiased, strategic advice on risk management, asset allocation and asset class structuring, investment evaluation and monitoring. In addition, the company invests on behalf of our clients in numerous fields, with a focus on real estate, private equity, capital and technology.
ESTATE PLANNING, TRUST AND INTERGENERATIONAL WEALTH TRANSFER
KWS assists in protecting and safeguarding wealth across multiple generations, by designing and implementing estate planning and trust strategies which are future-proof. Moreover, KWS offers trust administration services in order to help our clients define and meet their aspirations and wishes. Among our estate planning and trust services: business succession planning, testamentary trust design, real estate transactions, charitable trusts, life insurance trusts, powers of attorney, living wills and more.
TAX AND PENSION PLANNING FOR RETIREMENT
KWS outlines and develops tailored tax and pension solutions for each of our clients, according to their specific needs, capital, risk approach and requests. Our expert consultants help clients find the most efficient ways to achieve their retirement goals, while ensuring all legal compliance and taxation matters are taken care of in the most professional way.
PERSONAL AND BUSINESS CONCIERGE SERVICES
Beyond our investment and financial management services and in order to make sure our clients' needs are met, KWS offers VIP concierge services for our clients and their families. Our concierge services are completely tailored and customized to each family's needs and requests. Among the services we offer: lifestyle management, transportation, travel (business and leisure), vacation planning and more.