# KALESO Group

KALESO Group is a Multi Family Office based in Lausanne, Switzerland.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lausanne, Switzerland
- **Region:** Europe
- **Address:** Lausanne, Vaud, Switzerland
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** kaleso.com
- **LinkedIn:** https://www.linkedin.com/company/kalesogroup

## Regulatory record

- **Reports private funds:** No

## About

KALESO Group began in 2015 when three partners left larger fiduciary platforms to form a boutique focused on client governance and administration. Roger Frick and Stéphane Masson had co-founded Kendris in 2005; Magdalena Gomes built the Latin American administrative practice. The structure serves families and their offices across Europe, North America and Latin America. Services center on trust formation, corporate directorships and succession planning. The firm states it avoids asset management and audit work to eliminate conflicts. Geographic reach includes Switzerland headquarters plus Miami and Panama offices. No specific portfolio holdings or co-investments appear in public materials. Team size and deployment figures remain undisclosed. Recent operational footprint shows continued presence in three Swiss cities plus the two Americas offices. Memberships include the Swiss Association of Trust Companies and the Society of Trust and Estate Practitioners. The ownership remains with the founding partners and their named successors, creating a flat governance model without external capital or fund vehicles.

## Sectors

- Private Equity
- Real Estate

## Offices

- Geneva, Switzerland
- Miami, FL, United States
- Panama City, Panama

## People

- Roger Frick — Founder
- Stéphane Masson — Founder
- Magdalena Gomes — Founder

## Questions

### Who runs investment decisions at KALESO Group?

The firm states it excludes asset management services. Governance and fiduciary decisions rest with the seven named managing partners.

### How does KALESO Group source proprietary deal flow?

No investment sourcing activity is described. The firm focuses on trust, fiduciary and succession mandates referred through existing client networks.

### Is KALESO Group structured as a single family office or does it operate more like a venture firm?

It operates as a multi-family office providing fiduciary services to multiple client families rather than deploying proprietary capital into venture or growth assets.

### Does KALESO Group participate in fund commitments or only direct deals?

Public materials contain no reference to fund commitments or direct investments. Asset management is explicitly excluded.

### How is KALESO Group related to Kendris?

Roger Frick and Stéphane Masson co-founded Kendris in 2005 before launching KALESO Group in 2015 with Magdalena Gomes.

### Does KALESO Group maintain philanthropic structures, and how are they separated?

No philanthropic vehicles or foundations are disclosed in available materials.

## Related profiles

- [Kale Capital Group](https://altss.com/profile/kale-capital-group)
- [Kalodion GmbH](https://altss.com/profile/kalodion-gmbh-david-zimmer-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/kaleso-group

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