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Kaleso Ltd.

Family office

Lausanne · 7 people tracked

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Investment thesis

Kaleso is a Swiss-rooted boutique multi-family office serving ultra-high-net-worth families, their structures, and their family offices, with locations in Switzerland, the United States, and Panama. It provides trust and fiduciary services, succession planning, and corporate management, while deliberately excluding asset management and audit to preserve independence.

Source: firm website, verified Nov 1, 2026.

HQ
Lausanne, CH
Instruments
Equity
Founded
2015

Team · 7 people

from the firm's website & curated
Magdalena Gomes· Partner

Co-founder of Kaleso and a founding partner. Previously at KPMG Switzerland, where she helped build the administrative arm for the Latin American team.

Roger Frick· Partner

Co-founder of Kaleso and a founding partner. Previously worked at KPMG Switzerland and co-founded Kendris Ltd. in 2005, expanding expertise across the Americas and Asia.

Stéphane Masson· Partner

Co-founder of Kaleso and a founding partner. Previously worked at KPMG Switzerland and co-founded Kendris Ltd. in 2005.

Alicia Miltins· Member Board of Directors, Legal Directorin

Leads Light Warrior Group's People, Performance & Culture function since June 2021. She previously managed People & Culture for Deliciou, MaDE Establishment, Bed Bath & Table and MECCA Brands, and holds a Master of Human Resource Management from Monash University.

Moritz Gubler· Senior Legal Counsel
Nicholas Viggor· Board Member, Director of Legal and Compliancein

Nicholas Viggor is Investment Director at AG Capital. He has 10 years of experience in private equity, mergers and acquisitions, and restructuring, with additional background in the hospitality sector.

Von Sanborn· Member of the Advisory Board

Frequently asked questions

What sectors does Kaleso Ltd. focus on?
Kaleso Ltd. focuses on Sector Agnostic.
Where is Kaleso Ltd. located?
Kaleso Ltd. is headquartered in Lausanne, CH.

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