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Protecting and preserving your family trust or foundation funds is crucial. However, managing them can be overwhelming without professional support. With our expert trust and foundation services, you can have peace of mind knowing that your assets are secure and that your funds will grow over time.
Trustee services
Our Swiss-based licensed trustees deliver robust asset protection, compliance with Swiss and international regulations, and exceptional confidentiality standards.
Trust and Foundation management services
We specialise in establishing and managing trust and foundation structures tailored to meet evolving family and business needs, ensuring governance, legal compliance, and seamless administration.
Family Office services
For families seeking a holistic approach, we assist in creating and managing family office structures, offering a range of services from bookkeeping to compliance and investment reporting.
Additional solutions
Our services include succession planning, multi-jurisdictional structuring for tax efficiency, and ongoing reviews to ensure your trust or foundation continues to meet your objectives.
- One dedicated team
- Unrivalled technical expertise
- Committed service delivery
We understand that personal touch is essential in building strong relationships with our clients. That’s why we focus on both IQ and EQ, providing you with the customised support you need to achieve your investment objectives.
With an integrated, global approach, we can provide consistent and reliable support to foundations, families, and their family offices all over the world.
Contact us today to learn more about our trust and foundation services.
Trust and foundation services FAQs
What is the difference between a trust and a foundation?
A trust is a lawful agreement where a trustee is responsible for managing assets on behalf of the beneficiary. The trustee is the owner of the assets and must adhere to specific regulations while managing them for the beneficiary’s benefit. A foundation, however, is a legal entity that owns and manages its assets independently. Foundations are typically created for specific objectives, such as philanthropy or supporting a particular cause.
Are there specific requirements to set up a trust or foundation in Switzerland?
In Switzerland, foundations must comply with local legal and regulatory requirements, including governance and financial oversight. While Switzerland does not have a domestic trust law, Swiss-based trustees are licensed and regulated under FINMA, enabling them to operate trusts governed by other jurisdictions like England and Wales or Jersey.
What is the role of a Swiss Trustee?
A Swiss Trustee is responsible for managing and safeguarding assets held in a trust, ensuring compliance with the trust deed and legal requirements. In Switzerland, trustees are licensed and regulated by FINMA, ensuring the highest standards of governance, security, and confidentiality. Swiss Trustees also play a key role in coordinating with international advisors and jurisdictions to meet the specific needs of global families.