Trusts, Foundations & Fiduciary Services

We establish, manage and administer a wide range of company types and foundations in Switzerland and around the world. With you, we develop your roadmap to structure your family's wealth in order to lay the foundation for a smooth transition of wealth to the next generation. We deliver peace of mind in times of increasing regulatory complexities. Our expertise in wealth structuring covers both financial and non-financial assets.

Our unique, holistic approach puts your mind at ease

With our holistic approach and our many years of in-depth experience with private clients and their families, our experts provide you with personal and independent advice. As your partner, we listen to you thoroughly to understand all your concerns and expectations. This forms the basis for long-lasting and trusting relationships over generations.

What sets us apart

Reliability

Trust, reliability and discretion are paramount to the long-term preservation and growth of a family's wealth. We deliver reliable advice you can rely on and are committed to being at your disposal whenever you need us.

Flexibility

To ensure that your interests and goals are always pursued efficiently and effectively, we have a lean and agile structure. Our multidisciplinary teams and cross-divisional cooperation enable us to design and deliver solutions and results that meet your expectations at all times. The ability to adapt quickly and flexibly to changing circumstances is a key success factor when it comes to performing for the benefit of our clients in a fast changing world.

Profound expertise

We combine technical expertise with a deep understanding of our clients’ needs. Headquartered in Zurich but with a global scope, we are experts in cross-border solutions. All of this allows us to provide a comprehensive range of services to families, family offices and companies operating worldwide.

Our Trust & Fiduciary services

Board Mandates, Protectorship and Committee functions

We are at your side to preserve and expand your family wealth in accordance with your aspirations for today's and future generations. We can also strengthen your existing committees as a reliable and competent member of the board of directors or foundation board of entities established by you.

International Foundations and Companies

Our renowned professionals have proven and profound experience in managing family wealth wherever the family assets are located or the members of the family reside. We are at your side to structure, preserve and help expand your wealth for today's and future generations.

International Trusts

International trusts are common and established vehicles for structuring, preserving and growing family wealth for current and future generations. They need to be set up in an individualised manner to efficiently and effectively achieve the desired objectives of succession and financial planning, always in accordance with applicable laws and regulations.

US Trusts

Wealth preservation and succession planning for individuals with connections to the US require US solutions. With our domestic and international expertise, we can establish a succession planning vehicle that will fulfil your long-term plans and maximise the benefits of succession planning.

Private Trust Company

A Private Trust Company (PTC) is a private entity that serves as a trustee for one or more trusts. It offers a valuable solution for structuring and optimising family wealth, enhancing governance, and refining succession planning strategies.

DIFC Foundations

Governed by the modern and robust DIFC Foundations Law of 2018, the DIFC Foundation is a straightforward and effective solution for individuals and families to structure assets and succession plans.