Security and continuity to ensure financial stability for international families and their future generations

Kestrel Trust was founded in Switzerland and follows the deep-seated Swiss traditions of diplomacy, integrity and discretion.

Totally independent, we are dedicated to safeguarding trust assets for the benefit of trust beneficiaries.

Kestrel Trust was founded in Switzerland and follows the deep-seated Swiss traditions of diplomacy, integrity and discretion.

Totally independent, we are dedicated to safeguarding trust assets for the benefit of trust beneficiaries.

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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14.08.2025

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.

19.03.2025

Kestrel Trust at the STEP Alpine Conference 2025

We are excited to announce that Kestrel Trust will be sponsoring and attending the STEP Alpine Conference 2025 in Interlaken, taking place on May 7-8, 2025.

We are honoured to support this prestigious event, which brings together over 300 regional and international delegates to discuss key developments shaping the Trust sector.

Key Topics at the Conference

This year’s conference will feature a range of insightful sessions, covering:

    Trust Law Updates – A deep dive into recent legal developments and their impact on estate planning.
    Cross-Border Wealth Management Strategies – Navigating the complexities of international taxation and regulations.
    Regulatory Compliance Innovations – Adapting to new requirements and best practices for effective compliance.
    Current Trends in Estate Planning – Modern approaches to meeting evolving client needs.
    Emerging Technologies in Wealth Management – Exploring AI, blockchain, and digital transformation in our industry.

Meet Our Team

Representing Kestrel Trust at the conference will be:

    Jean-Maurice Emery - CEO
    Caresse Selic-Davies – Head of Structuring
    Jonathan Gore – Structuring Executive

If you’d like to connect with our team to discuss industry challenges, emerging opportunities and potential collaborations feel free to email us at contact@kestrel.ch

Save the date—we look forward to seeing you in Interlaken!