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.

What to expect from us

With our KENDRIS group and in cooperation with our local partner firms, we are present in all major financial centres. With our personal commitment and intuition for unspoken needs, we act as a highly reliable protector, director or committee member of companies or foundations established by you .

Equally, we can guide you through the entire process of setting up a a suitable estate planning structure . We are experienced in dealing and administering all types of asset classes, irrespective of their geographical location. At all times, we ensure full compliance with international tax laws and regulatory requirements . Being fully independent, our interest is always on your side. We avoid any conflicts of interest with financial institutions, banks and investment managers.

Services at a glance

No matter what your needs will be, we can offer you the right services for the setup, management and administration of any company and entity involved.

We combine Swiss efficiency and precision with a deep understanding of the corporate and foundation structuring aspects. Thus, we ensure at all times:

that we meet the high standards of diligence and professionalism in managing complex corporate and foundation structures
that we ensure full compliance with international tax laws and growing and changing regulatory requirements

Our familiarity with the Swiss and international legal systems and our many years of cross-border experience ensure advice and deliveries that you and the beneficiaries can count on.

Membership at Board of Directors or Foundation Council

Extend your management board with our many years of experience in managing a wide variety of companies in Switzerland and abroad. Our extensive expertise in numerous systems of corporate law enables us to take on management, board of directors and foundation board mandates in an efficient and success-oriented manner.

Protectorship

On your behalf, we will also exercise a controlling function for an existing or newly established trust or foundation. As a settlor or founder, you will benefit from the appointment of an independent and professional protector to ensure that your trustees or the foundation board always act in the best interests of your beneficiaries. Protectors have the fiduciary duty to enforce the trust or foundation in the best interests of the beneficiaries, taking into account the intentions of the settlor or founder of a structure.

What sets us apart

Discretion

We stand by you as a partner and maintain absolute confidentiality in every step we take. Our proven sense for unspoken needs allows for a unique level of discretion.

Personal care

We focus on personal interaction whenever circumstances allow. By listening to you and identifying with you, your goals become ours.

Comprehensive expertise

Our services are based on interdisciplinary exchange, expertise in Switzerland and abroad as well as the involvement of various experts. You can be sure that we take a holistic approach in addressing your questions and concerns.

Personal and without obligation – get in touch

Jasmine Stefanoni

Partner

Certified Fiduciary Expert, TEP

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T +41 58 450 59 04

Thomas Frey

Partner

Attorney-at-Law, LL.M., TEP / Dip(ITM)

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T +41 58 450 59 44

More trust and fiduciary services

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.

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.

Find out more