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Fiduciary services and preservation of family wealth

Kestrel Trust offers bespoke trust and estate planning services to international wealthy families. With over forty years of experience, our Trust and Company team collaborates closely with advisers to manage trusts and companies to the highest standards. We believe careful management is crucial. As trustee, we provide beneficiaries with direct access to information on trust assets using sophisticated portfolio monitoring and reporting systems.

At the heart of our operations, our IT systems are the key to our effciency.
Gain a fast and secure access to your relevant financial information thanks to our innovative online systems.

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09.11.2025
Kestrel Trust at the STEP Arabia Conference 2025

We are delighted to announce that our esteemed colleague Jonathan Gore (TEP) will be attending the STEP Arabia Conference on 9th-10th November 2025, in Abu Dhabi.

We are excited to have Jonathan take part of this prestigious event and he looks forward to engaging with fellow attendees. If you are attending and would like to schedule a meeting to exchange ideas, feel free to contact Jonathan and/or Kestrel Trust via LinkedIn message or email at jonathan.gore@kestrel.ch

Jonathan looks forward to seeing you there!

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07.09.2025
Sponsorship of the 4th edition of the Concerts Culinaires in Vevey and Chardonne

Kestrel Wealth Management and Kestrel Trust have the joy and privilege of announcing its sponsorship of the 4th edition of the Concerts Culinaires which will be held on Sunday 7th September 2025 in Vevey and Chardonne.

This event, unique in its genre, brings together music and local gastronomy and reflects values that also drive our companies: attention to detail, passion in what we do and creating a suitable forum for the exchange of ideas.

The program is as follows: an exceptional performance by LadyVa, the world renowned Boogie-Woogie, Blues and Jazz pianist, a wine paired aperitif experience followed by a gastronomical meal at À la Demi-Lune, prepared by Chardonne’s seminal chef Philippe Verdan.

Information and box office: https://concertsculinaires.ch

At Kestrel Wealth Management and Kestrel Trust we pride ourselves in providing support and services to those whom wish to invest, be it for a lifelong project, wealth transmission or philanthropy. We are therefore extremely proud to sponsor the Concerts Culinaires, an event that champions culture, inter-generational links and our magnificent terroir.​

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