Not a banker. Not a lawyer.
The advisor you were missing.
An independent strategic advisory firm, dedicated to people whose life circumstances call for more than conventional support.
Some people have everything they need to live well, except a trusted advisor who truly understands their situation.
We created Kindred Advisory to be that advisor — not to manage your money, but to protect your peace of mind. We listen, coordinate the very best experts, and remain by your side over the long term, without judgement and without your ever having to justify yourself.
Who we're here for
Every situation is unique.
Might one of these be yours?
Anyone seeking discretion, trust and a complete overview
You want to be understood without having to explain everything. We are that advisor.
People without direct heirs
You want to protect what matters and arrange a succession that stays true to your wishes.
We guide you every step of the way.
Unmarried couples or non-traditional families
Conventional arrangements don't always reflect your life.
We coordinate the right experts to protect you with precision.
Internationally mobile individuals
Your wealth and your ties span several countries.
We maintain a complete overview across all your advisors.
People committed to philanthropic or adoption projects
You want to give with meaning and impact.
We structure your commitments so they truly serve your values.
What we do for you
One advisor. Every expert. One complete overview.
Succession & inheritance
Protecting your partner, succession planning, and passing on your estate to the family you choose or the causes close to your heart. We stay by your side before, during and after every step.
Donations & philanthropy
Structuring your commitments within a suitable legal framework, in coordination with the very best specialists. We stay by your side before, during and after every step.
Complex life projects
Bespoke, long-term support for projects requiring financial and legal planning specific to your life circumstances.
Expert coordination
Selecting and overseeing the very best specialists for your situation : notaries, lawyers, tax advisors, solely in your interest, with no conflicts of interest.
What we bring
- A complete view of your personal and family situation
- Coordination of all your advisors
- Ongoing, long-term support
- A relationship of complete and lasting trust
- Independent strategic advice
What we stand for,
beyond expertise
Kindred Advisory is built on one conviction: that the quality of support is measured as much
by the human relationship as by expertise.
Trust
A human relationship above all. We take the time to truly know you, not just your wealth.
Independence
We sell no products and are tied to no institution. Your interest is our only interest.
Discretion
Your life remains your own. What you entrust to us stays between us, without exception.
Continuity
We don't disappear once an engagement is over. We remain by your side over the long term.
Let's take the time for a conversation.
Every situation is unique. We always begin by listening to you, without judgement and without your ever having to justify yourself.