About us

Company profile

Having gained extensive experience in the private banking sector, we understand the sophisticated needs and expectations of clients who rely on the services of such banks and independent asset management firms. Being entrepreneurs ourselves, we are driven to provide high levels of customer service with continual innovation.  Our ability to understand the issues of our client entrepreneurs is of the essence.

This blend of experience has shaped our identity:

  • Today, we define ourselves as a family office service provider specialised in private and commercial structuring.
  • Unlike big firms, we are a medium-sized “boutique” provider, emphasizing personal relations built upon longevity and trust.
  • We do not provide wealth management services.  This gives us a clear advantage of impartiality when compared with banking providers or wealth managers. We position ourselves as a co-pilot alongside our clients.
  • With our carefully chosen business partners, we can offer a competitive and comprehensive service in our client’s best interests. Our network has been strengthened over the years. With Candeo in hub position, we are able to provide our clients with a one-stop service.
  • Being Swiss entrepreneurs, we exemplify continuous innovation, compliance and pragmatism. We are open to the world.

Brochure

Download hereafter the brochure which summarises our activities

History

Our values

Reliability

Trust is the basis of our activity, whether in the field of fiduciary services, family office or succession planning. This value is precious and gets earned over the years. It implies among others respect, honestly, loyalty, rigor, precision, consistency.

Sustainability

We believe that sustainability is fundamental for the future, for our children. Because every small step counts, we are committed to sustainability and to acting in an environmentally friendly way, whether at the level of our clients, our operations or the projects we support.

Efficiency

we are committed to providing a sophisticated and demanding service that requires competence, rigor and innovation. Our strong organization operates with flexibility and efficiency. We ensure the quality of our partners in a constant concern for the performance and satisfaction of our clients, which for us is essential.

Management

Patrick TAVERNE

Managing Partner born in 1973 grew up in France in a bicultural French & German culture. He holds a French post graduate International Business Law qualification (MS) and a Diploma in legal advice for business. After professional experiences in Germany and Luxembourg, he manages Candeo Geneva since 2004, and has been active in the field of wealth structuring for 20 years

Christian SEIFERT


Lawyer & Partner born in 1975 grew up in Germany where he qualified as a lawyer, before living in Switzerland since 2001. He joined Candeo in 2006 and qualified as a Swiss lawyer. He achieved in 2012 a Master’s degree in International Taxation

Team

Our dedicated teams in Geneva and Dubai of experienced individuals from private banks, law firms and fiduciaries can assist you in various languages.

Offices

Accendo Family Office SA, Candeo Corporate Services SA and Serenity Trustee SA have their headquarter in Geneva/Switzerland, a politically, economically stable and safe environment. Candeo Services DMCC based in Dubai, Jumeirah Lake Towers, in the 30th floor of the Swiss Tower, takes advantage of an innovative, well-regulated and safe environment.

Partnership

We are used to work with some selected partners in order to always offer you the best possible performance.

Who we support

These last years we have contributed to the following organizations

In 2021, the Candeo Geneva team participated to the Walk of Hope Enterprise (Marche de l’Espoir) organised by Terre des Hommes Suisse and ran or walked 580km to collect funds for projects in favor of children’s rights in Haiti.

Testimonials