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DirectoryFinance & InsuranceFamily OfficesNeuchâtelKAIROS Family Office SA
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KAIROS Family Office SA

Summary

About the company

KAIROS Family Office SA provides family-office and wealth-management services for entrepreneurs and physicians, including estate planning, retirement (pension) planning and tax advisory. The firm also arranges risk/insurance management and real-estate advice via partner networks and offers a single point of contact for confidential, customized client support.

AI-generated
Offering

Products & services

Industry:Family Offices
✓ Offered4
Wealth planning
360° wealth planning, wealth analysis and synthesis, assessment of retirement provision, personalised financial projections, preparation for retirement, succession and the transfer of a business.
Tax expertise
Tailored tax expertise, tax optimisation, tax return preparation for retirees, support by a tax expert, wealth structuring, advice for entrepreneurs and business succession.
Retirement planning
Comprehensive retirement provision planning, optimisation of retirement assets, retirement planning, tax-optimised withdrawal, protection against longevity risk, solutions with foundations.
Common LPP pension fund KAIROS
Common LPP pension fund, with a comparative analysis of second-pillar retirement solutions and support related to retirement assets.
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Location

Place Coquillon 2
2000 Neuchâtel

At a glance

Legal form
Corporation
UID
CHE-286.413.242
Founded
2024 · 2 years
Last commercial register change
March 20, 2026
Employees
1 to 10

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