WELCOME TO KFO

Karte Family Office is an independent multi-family office, specializing in wealth management and investment planning for a roster of elite clients.
KFO is dedicated to expanding our clients' capital through strategic investments, primarily in technology and real estate, and also in securing and sustaining their wealth for future generations.
At KFO, our comprehensive services go beyond traditional capital management. We account for complex asset structures and multilevel succession planning in order to help your family prosper for years to come.

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ABOUT

Background

Karte Family Office was established in 2016 to provide tailored wealth management and investment consulting for high-net-worth individuals and their families.
Our founding partners all built successful careers in investment banking and financial management, during which they gained experience in diverse investment arenas and developed a unique perspective on the importance of competent capital management.
Today, Karte Family Office boasts a full team of experienced portfolio managers and consultants based in Switzerland, each of whom are committed to expanding and preserving our clients' wealth. Together, the KFO team oversees investments, particularly in real estate and in technology companies, and also manages tax planning, intergenerational capital transfers, pensions, and more.
In addition, KFO is able to expand its sphere of knowledge and expertise through a hand-picked pool of external consultants and advisors based around the world. From comprehensive legal services to localized guidance on foreign investments, this team allows KFO to provide more services in more locations.

Commitment

With all our success in investment management, there is one investment that KFO holds above all else, and that is our investment in our clients. Our company was founded on deep, personal relationships, and we do everything in our power to maintain these partnerships. We put our clients at the top of our agenda, and make every effort to provide the best service possible. We guide each client closely, using creative thinking and our vast knowledge to provide personalized service according to specific needs and goals. We are always available for contact, and promise complete transparency and discretion in every effort we make on your behalf.
Balancing this careful attention to detail with our comprehensive investment strategy assures our clients years of generational prosperity.

Services

Investments

Strategic investment and asset management can have a tremendous impact on your future and on your family’s future.
Karte Family Office works with clients to identify and secure lucrative investments in promising fields, primarily real estate and technology. These industries can offer high rewards for the right investments, and KFO is skilled at identifying winning opportunities. KFO takes particular interest in the potential demonstrated in innovative technology companies, for example those creating solutions in artificial intelligence, big data, Internet of things, autonomous vehicles, and other exciting projects. Not only do they represent the digital future, but also the successful future of your family's financial portfolio.
KFO provides a number of services in investment planning and management, including:

Wealth Management & Family Office

Karte Family Office is dedicated to helping its clients preserve and transfer their wealth, securing it in their family for generations to come.
By creating a clear succession plan and asset structure, you’ll be able to ensure that your estate can respond to any potential risk, and protect it from future claims. We will help you balance your wealth between current beneficiaries and future generations by assessing interests and laying out clear plans. Most importantly, we’ll minimize family conflict by personalizing plans according to your family's specific needs, and educating family members about their legacies and expectations. In addition, KFO operates as a full-service family office, ensuring that all of your family’s needs - big or small, financial or other - are handled with impeccable care.
KFO provides a number of services in wealth management and succession planning, including:

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