Kennedy Capital is a Swiss Family Office that has been providing bespoke advisory services to international investors, family offices, high-net-worth individuals and expats in Switzerland since 2007.
Key offerings
Health Care Professional exit planning
Tailored end-to-end advisory to help health professionals prepare, market, negotiate, and close the sale of their clinic — including valuation, deal structuring, buyer sourcing, regulatory and compliance guidance, and transition planning to maximize sale value and ensure continuity of care.
Swiss real estate transactions
End-to-end support across acquisition, disposition, due diligence, valuation, and property management for residential, commercial, and mixed-use assets
Business investment advisory (SMEs)
Deal sourcing, target assessment, commercial due diligence, valuation, and integration planning tailored to investment in small and mid-sized enterprises
Alternative investments
Curated access and custody advice for physical assets (Gold, diamonds, precious metals, and other tangible assets), including provenance verification and storage strategies
Legal & tax compliance
Cross-border tax planning, regulatory compliance, AML/KYC workflows, and coordination with local counsel and fiduciaries to minimise risk and ensure transparency
Deal structuring
Bespoke entity design, holding structures, joint-venture agreements, shareholder arrangements, and exit planning to optimise control, liability, and tax outcomes with local specialists.
Financing strategies
Capital structuring, mortgage and credit solutions, leverage analysis, lender introduction, and refinancing planning to support acquisitions and growth
Market entry solutions
Local market intelligence, regulatory navigation, establishment services, licensing support, and go-to-market planning for firms and private investors entering Switzerland
Incorporation
Support establishing a local corporation by registering with the appropriate state authority, drafting and filing Articles of Incorporation, appointing a registered agent, adopting corporate bylaws, issuing initial stock, and obtaining any required local business licenses, tax ID numbers, and permits to ensure legal compliance and operational readiness
Estate planning
Robust solutions for wealth preservation and succession optimisation by combining favorable tax frameworks, asset protection through strict banking and fiduciary confidentiality, flexible trust and foundation structures for tailored inheritance arrangements to ensure seamless wealth transfer to beneficiaries with political and economic stability
Initial Consultation
One-hour introductory meeting to define objectives, transaction scope, timeline, and stakeholder roles
Review of key documents and preliminary Q&A to identify immediate risks and opportunities
Agreement on engagement deliverables, communication cadence, and confidentiality terms
Comprehensive Needs Assessment
In-depth analysis of client goals, risk tolerance, and tax and regulatory constraints
Collection and review of financials, corporate structure, and prior transaction history
Identification of critical success factors and deal-specific value drivers
Tailored Strategy Development
Creation of a bespoke transaction strategy covering structure, valuation approach, and exit planning
Scenario planning and sensitivity analysis to optimize tax and regulatory outcomes
Presentation of recommended deal mechanics, financing options, and key milestones
Execution Support
Coordination of negotiations, document drafting, and counterparty communications
Project management of due diligence, third-party advisors, and timing of deliverables
Ongoing regulatory clearance support and interaction with local authorities as required
Post-Transaction Advisory
Implementation support for integration, tax filings, and regulatory compliance
Performance monitoring against agreed KPIs and refinement of post-close strategy
Exit readiness planning and preparation for future divestment or recapitalization
Process and Approach
Health Care Professionals
Manage the full sale process: valuation, targeted marketing and buyer outreach, plus negotiation support so clinic owners can continue focusing on patient care until closing.
Increase deal value with buyer sourcing and deal structures that emphasize clinic strengths (revenue trends, patient base, payer mix, staff continuity).
Mitigate legal, regulatory and tax exposure by coordinating due diligence, compliance reviews and tax planning with seasoned advisors.
Family Offices & High‑Net‑Worth Individuals
Develop bespoke investment strategies that align with long‑term capital preservation and intergenerational objectives.
Implement comprehensive risk management and tax‑efficient structures, coordinated with estate and succession planning.
Deliver discreet, client‑focused execution with access to exclusive opportunities and institutional‑quality due diligence.
International Investors & Funds
Guide regulatory navigation and compliance for cross‑border transactions, addressing local licensing and reporting requirements.
Design tax‑optimized investment structures and efficient vehicle options for inbound or outbound capital.
Advise on bespoke financing and capital‑stack solutions tailored to investor objectives and deal dynamics.
Expats & Newcomers
Provide step‑by‑step property purchase support adapted to local market practices and transaction workflows.
Analyse residency, tax and reporting implications linked to real estate choices and recommend optimal structuring.
Offer integration assistance and ongoing compliance support (local registrations, permits and reporting obligations).
SMEs & Entrepreneurs
Deliver acquisition advisory including rigorous valuation, market benchmarking and negotiation support.
Structure minority investments and shareholder protections to preserve governance and align incentives.
Conduct operational due diligence focused on scalability, risk mitigation and integration planning for post‑transaction growth.
Clients and Services
Timeline Expectations
Typical engagement duration
6–16 weeks for mid-market transactions; timelines adjusted for complexity and regulatory review periods
Initial diagnostics and strategy
1–3 weeks
Due diligence and structuring
3–8 weeks
Negotiation and signing
2–6 weeks
Post-close integration and advisory
Ongoing, with formal reviews at 30, 90, and 180 days
Regulatory Risk Assessment
Jurisdiction-specific compliance review and identification of licensing or approval needs
Mapping of regulatory timelines and potential mitigation strategies
Taxation Modeling
Quantitative tax impact analysis across scenarios (pre- and post-transaction)
Structuring recommendations to optimize tax efficiency while maintaining compliance
Deal Structuring
Analysis of equity vs. asset sale, holdco usage, and minority protections
Design of governance, transfer restrictions, and earnout/contingent consideration mechanisms
Financing Sourcing
Evaluation of capital stack alternatives: senior debt, mezzanine, seller financing, and equity
Coordination with lenders and investors, and preparation of information memoranda
Local Market Due Diligence
Country-level commercial, legal, and operational diligence tailored to target markets
Assessment of local partners, supply chains, and political/economic risk factors
Methodology Highlights
Fee Structure Overview
Fixed Fee
Defined-scope services priced upfront for discrete deliverables (e.g., due diligence package, tax model)
Retainer
Monthly retainer for ongoing advisory, project management, and rapid-response support; credited against final fees where applicable
Success Fee
Performance-based fee contingent on transaction completion or achievement of defined outcomes, typically combined with fixed/retainer components
Fee Alignment
Transparent fee estimates provided at engagement start; mixed-fee models recommended to align incentives and manage cash flow
Expense Handling
Direct transaction expenses (travel, filing fees, third-party reports) billed separately with prior approval
Meet Robert Kennedy: Founder of Kennedy Capital AG
Robert Kennedy is a dual Swiss/Canadian citizen and the founder of Kennedy Capital, a Swiss Family Office dedicated to guiding international investors, expats and newcomers through the complexities of Swiss real estate and local business investment. With deep expertise in the country’s strict regulatory environment, distinctive tax framework, and nuanced local markets, Robert has helped clients avoid costly mistakes and seize opportunities that are often overlooked by those unfamiliar with Switzerland.
He has extensive experience advising family offices and high-net-worth individuals on portfolio diversification through Swiss property, alternative investments and investments in small and medium-sized enterprises. Under his leadership, Kennedy Capital provides tailored guidance on legal and tax compliance, deal structuring, financing strategies, and market entry solutions, delivering truly holistic and trusted advice.
Robert is known for clear, comprehensive, and culturally aware counsel that resonates with international clients. His pragmatic approach combines technical knowledge with local insight, enabling investors to navigate Switzerland’s market confidently and efficiently.
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