Kaiser Partner
Kaiser Partner is a family-owned wealth advisory group based in Liechtenstein and Switzerland serving high net worth individuals and wealthy families with wealth advisory, fiduciary, family office, asset protection, and inheritance planning services, anchored in Liechtenstein legal structures and supported by affiliated private banking and trust entities.
- Company typePrivate
- Founded1931
- HeadquartersVaduz, Liechtenstein
- Headcount251–500
- GTM typeB2C
- OfferingServices
What Kaiser Partner does
Kaiser Partner, legally Kaiser Partner Anstalt, is a family-owned wealth advisory group headquartered in Vaduz, Liechtenstein, with an operational extension into Switzerland through Kaiser Partner (Schweiz) AG. The firm serves high net worth individuals and wealthy families requiring multi-generational wealth preservation, asset protection, succession planning, and cross-border structuring in Liechtenstein and internationally. Its service portfolio spans Wealth Advisory (built around a proprietary "Wealth Table" coordination model), Reporting & Controlling, Family Office, Fiduciary Services (foundations, trusts, holding structures, Anstalt establishments), Asset Protection, and Inheritance Planning. The group's vertical scope is delivered through coordinated operating entities including Kaiser Partner Privatbank AG (private banking), Kaiser Partner Trust Services Anstalt (fiduciary), and the Swiss subsidiary.
The underlying technology layer is a mix of proprietary and third-party components: Merlin AI, the firm's internally referenced AI-supported securities accounting solution, provides investment controlling and multi-bank aggregation capabilities within Business & Reporting Services, while standard marketing and analytics infrastructure (Google Analytics, ClickDimensions) supports the website and lead capture. Revenue is generated through relationship-based, recurring wealth advisory fees, fiduciary service fees, family office services, and asset-under-management fees at the private bank; pricing is quote-based and tailored per client. Client acquisition is sales-led, executed by personal Trust Advisors through direct relationships, referrals, and the firm's industry reputation in the Liechtenstein/Swiss market, supported by a content presence of downloadable factsheets covering Liechtenstein structures, AEOI, and international residency topics.
The firm's positioning rests on jurisdictional and reputational differentiation rather than technology differentiation. Liechtenstein's EEA membership, AAA sovereign rating, modern foundation and company law, and customs union with Switzerland provide a regulatory backdrop that is difficult to replicate in competing domiciles. Leadership includes Owner and Chairman Fritz Kaiser and Chairman of the Board Christian Reich. The firm operates under a multi-entity group structure designed to deliver advisory, fiduciary, and banking capabilities under one brand, with no external private equity or venture capital ownership signals in the source materials.
Kaiser Partner firmographics
Firmographics- Name
- Kaiser Partner
- Legal name
- Kaiser Partner Anstalt
- Website
- https://kaiserpartner.com
- Company type
- Private
- Founded year
- 1931
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Kaiser Partner is a family-owned wealth advisory group based in Liechtenstein and Switzerland serving high net worth individuals and wealthy families with wealth advisory, fiduciary, family office, asset protection, and inheritance planning services, anchored in Liechtenstein legal structures and supported by affiliated private banking and trust entities.
- Ownership category
- akta.pro rank
Kaiser Partner industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Services (Single & Multi-Family Office) (FSABADAF)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG)
Keywords
Where Kaiser Partner is headquartered
LocationHeadquarters
- HQ city
- Vaduz
- HQ country
- Liechtenstein
- HQ region
- Europe
Offices2 records
Markets served
Kaiser Partner business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Advisory and Management Services: Kaiser Partner generates revenue through wealth advisory fees, fiduciary service fees, family office services, and potentially asset under management (AUM) fees. Services include wealth advisory, reporting and controlling, family office, fiduciary services, asset protection, and inheritance planning.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Kaiser Partner product offering
Product offeringCore offering
Kaiser Partner is a family-owned wealth advisory firm providing multi-generational wealth management services to high net worth individuals and wealthy families from Liechtenstein and Switzerland. Its service portfolio covers Wealth Advisory (coordinated through a proprietary 'Wealth Table'), Reporting & Controlling (powered by Merlin AI for multi-bank aggregation), Family Office, Fiduciary Services (foundations, trusts, establishments, holding structures), Asset Protection, and Inheritance Planning. The firm operates through affiliated entities including a private bank and a trust services company to deliver vertically integrated advisory outcomes.
Product overview
Kaiser Partner is a family-owned wealth advisor based in Liechtenstein and Switzerland offering a comprehensive suite of wealth management services. The core offering centers on Wealth Advisory services that coordinate multiple specialists through their proprietary Wealth Table approach. The service portfolio includes Reporting & Controlling for asset monitoring, Family Office for affluent family support, Fiduciary Services for legal structuring (foundations, trusts, holding structures), Asset Protection, and Inheritance Planning. The firm also provides downloadable Factsheets covering Liechtenstein legal structures and international wealth planning topics. Merlin AI powers the securities accounting functionality within reporting services. The company operates as a unified advisory practice rather than a modular software platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Advisory
Companies that use Kaiser Partner
Customer profileSegments1 record
Ideal customer profiles1 record
Kaiser Partner technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature1 record
Kaiser Partner partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Kaiser Partner Privatbank AGcoreKaiser Partner Privatbank AG shares the same values as Kaiser Partner Wealth Advisory and provides expertise that helps realize the comprehensive approach to advisory services following the idea of the Wealth Table. As an independent expert, the private bank complements the advisory services offered by the wealth advisory entity.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Kaiser Partner competitors and assessment
Company assessmentMarket position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Kaiser Partner social profiles
Digital presenceKaiser Partner financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kaiser Partner leadership team
Management profileNumber of profiles
Profiles2 records
Kaiser Partner subsidiaries and ownership
Company hierarchySubsidiaries3 records
Kaiser Partner funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kaiser Partner M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kaiser Partner
What does Kaiser Partner do?
Kaiser Partner is a family-owned wealth advisory firm providing multi-generational wealth management services to high net worth individuals and wealthy families from Liechtenstein and Switzerland. Its service portfolio covers Wealth Advisory (coordinated through a proprietary 'Wealth Table'), Reporting & Controlling (powered by Merlin AI for multi-bank aggregation), Family Office, Fiduciary Services (foundations, trusts, establishments, holding structures), Asset Protection, and Inheritance Planning. The firm operates through affiliated entities including a private bank and a trust services company to deliver vertically integrated advisory outcomes.
Is Kaiser Partner a public or private company?
Kaiser Partner is a private company. It is classified as family owned and is currently operating.
When was Kaiser Partner founded?
Kaiser Partner was founded in 1931. It employs 251 to 500 people.
Where is Kaiser Partner based?
Kaiser Partner is headquartered in Vaduz, Liechtenstein, in the Europe region.
How does Kaiser Partner make money?
One revenue line is on record: wealth Advisory and Management Services.
Does Kaiser Partner have an API?
No public API is recorded for Kaiser Partner.
What industry is Kaiser Partner in?
Kaiser Partner's product category is Private Wealth Management. Its primary akta.pro industry code is FSABADAF, Family Office Services (Single & Multi-Family Office), with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 523940 and its SIC code is 6282.