Our Services

Trust and fiduciary services

Structuring and Administration of Assets (Financial and Non-Financial Assets)

Trusts, Companies, Foundations & Charities

We establish, manage and administers trusts, various forms of companies, foundations and charities in Switzerland and abroad. Our experts have in-depth experience with the structuring and administration of a wide range of assets, such as:

  • Financial assets (bankable assets)
  • Real estate
  • Collections (e.g. art. classic cars, wine)
  • Participations in operating companies and family companies
  • Yachts, aeroplanes
  • etc.

We will carefully monitor changes to the legal basis and ensure that the structure is managed in compliance with the applicable laws.

Trusts

Trusts are a preferred succession planning tool and are characterised by a high level of flexibility. Our internal tax and legal experts will develop the right trust for you.

 

Companies

At your request, we will establish and manage holding, trading, patent exploitation and management companies in Switzerland and abroad.

 

Foundations

A foundation allows you to designate a portion of your assets for a special purpose, such as philanthropic activities. Our experts will provide you with advice and guidance.

 

Charities

A charitable organization or a charity is a non-profit organization (NPO) whose primary objectives are philanthropy and social well-being (e.g. charitable, educational, religious, or other activities serving the public interest or common good). We can set up and administer charities at your request.

Our specialists will ensure compliance with tax, company law and regulatory requirements.