Fiduciary & Trust Services
Wealth planning, estate structuring, and the long-horizon stewardship of the vehicles that hold a family's capital.
We support and advise our clients on every aspect of wealth planning and estate structuring, selecting the most suitable asset structures and investment instruments for the needs of each family.
We establish and manage trusts, foundations, and holding structures tailored to specific family circumstances (cross-border, multi-generational, or purely domestic) and assist clients in the systematic evaluation of those structures as circumstances change.
Our role is to sit on the client's side of the table. We do not sell products and we do not receive retrocessions. Our remuneration is transparent and fee-based, so every recommendation is made in the sole interest of the family.
Wherever appropriate, we work alongside the family's existing advisors (legal counsel, tax advisors, and trustees) rather than seeking to replace them.
A structure is only as good as the people who steward it year after year.
Scope of the mandate
Structure design
Trusts, foundations, and holding vehicles designed to meet succession, governance, and cross-border objectives.
Settlor advisory
Independent counsel to settlors, protectors, and beneficiaries throughout the life of a structure.
Ongoing administration
Corporate administration, resolutions, and statutory filings.
Periodic review
Regular structural reviews to ensure vehicles remain fit for purpose as law, family, and assets evolve.
Discuss this mandate.
A first conversation is always private, without obligation, and held in person or at our office in Zurich.
Schedule Consultation