About us
Company profile
Leveraging on extensive experience acquired in the private banking sector (amongst others), we understand the sophisticated needs and requirements that our clients expect from the services offered by banks and independent asset management firms. Being entrepreneurs ourselves, we are driven to provide exceptional levels of customer service. Our ability to understand our client’ requirements, to define and achieve long term goals is of the essence.
This blend of experience has shaped our identity:
- Today, we define ourselves as a leading provider specialized in estate and succession planning for private individuals and corporates.
- We are a medium-sized “boutique” provider, with an emphasis on personal relations built on longevity and trust.
- We do not provide wealth or investment management services. There are no conflicts of interest when selecting the partners we work with and are not affiliated with any banks or wealth managers. We are fully independent and position ourselves as a “co-pilot” alongside our clients.
- Through our carefully selected and extensive network of business partners, we are in a position to offer a competitive and comprehensive service in our client’s best interests.
- Being Swiss entrepreneurs ourselves, we strive towards continuous innovation, compliance and pragmatism.
History
1969
1998
2003
2007
2010
2011
2015
2016
2022
Celebrating 45 years as a true services provider and 10 years as an independent provider
Our values
Reliability
Trust is the cornerstone of our activity. This value is precious and we know it gets earned over the years. It implies respect, honesty, loyalty, rigor, precision, consistency amongst others.
Sustainability
We believe that sustainability is fundamental for the future and next generations to come. Because every small step counts, we promote sustainability and environmental causes whether at the level of our clients, our operations and across all the projects we support.
Efficiency
We commit to providing a sophisticated and tailored service that requires competence, rigor and constant innovation. Our strong organization operates with flexibility and efficiency. Unlike other service providers, our short decision making process ensures quick turn around times with no impact on the quality of our services and client satisfaction.
Management
Patrick TAVERNE
Managing Partner born in 1973 and 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 has been head of Candeo Group 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 and holds a Master’s degree in International Taxation (2012)
Team
We are proud to have a highly dedicated and experienced team of professionals working towards providing exceptional trust and fiduciary services. Our teams comprise individuals with extensive backgrounds in private banking, law firms, and trust companies bringing a wealth of knowledge and expertise. Our clients come from various backgrounds and our team is well equipped to offer assistance in various languages. Together with our international expertise and our commitment to providing bespoke and tailored solutions, we are confident in our ability to deliver the highest quality services to meet our clients specific needs.
Offices
Accendo Family Office SA, Candeo Corporate Services SA and Serenity Trustee SA are headquartered in Geneva, Switzerland, a politically and economically stable jurisdiction and well known for its and safe environment.
Candeo Services DMCC is based in Dubai (JLT) and takes advantage of an innovative, well-regulated and safe jurisdiction.
Who we support
These last years we have supported:
In 2021, we have contributed to the “Marche de l’Espoir” (Walk of Hope) organised by Terre des Hommes and ran or walked 580km to collect funds for projects in favor of children’s rights in Haiti.
For the end of the year 2022, Candeo wanted to express the spirit of Christmas by allowing each Employee to choose a social humanitarian or charitable organization and to give a financial donation to it. Donations were thus made to 14 organizations working in different parts of the world, in particular for suffering children and for Ukraine. We are very grateful to all of these associations that work daily for a better world.
By the end of 2023, Candeo has renewed last year’s action by giving every employee the opportunity to choose and support a social humanitarian or charitable organization.
The lives of children around the world and people living in areas affected by natural disasters are of particular concern to the team. Donations have been made to 12 organizations working in different parts of the world.
Thank you to all these associations, who work every day to make the world a better place.
By the end of 2024, we will continue last year’s campaign, offering every employee the opportunity to choose and support a social, humanitarian or charitable organization.The team pays special attention to the lives of children around the world.Donations were made to 15 organizations around the world such as Fondation Pablo Requena, La vue pour la vie, Chaîne du bonheur, Land of Hope or Centre Mar Semaan.
We are grateful to all these associations who work every day to make the world a better place.
Testimonials
I have worked with Christian Seifert and his property team for over 10 years and always found them to offer the highest levels of professional service.
They always reply promptly and are very approachable offering constructive advice on a wide variety of topics and issues.
We look forward to working with them now and in the future and can highly recommend them.
Caterina Swain
SW RESIDENTIAL LONDON