{"id":199,"date":"2023-02-09T11:39:24","date_gmt":"2023-02-09T11:39:24","guid":{"rendered":"https:\/\/iqeq.com\/ch\/services\/trust-foundation-administration\/"},"modified":"2026-03-24T09:28:12","modified_gmt":"2026-03-24T09:28:12","slug":"trust-foundation-administration","status":"publish","type":"service","link":"https:\/\/iqeq.com\/ch\/services\/trust-foundation-administration\/","title":{"rendered":"Trust and foundation services"},"content":{"rendered":"<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"overview\"\n            >\n                Overview            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p>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.<\/p>\n<h4>Trustee services<\/h4>\n<p>Our Swiss-based licensed trustees deliver robust asset protection, compliance with Swiss and international regulations, and exceptional confidentiality standards.<\/p>\n<h4>Trust and Foundation management services<\/h4>\n<p>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.<\/p>\n<h4>Family Office services<\/h4>\n<p>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.<\/p>\n<h4>Additional solutions<\/h4>\n<p>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.<\/p>\n            <\/div>\n<\/section>\n\n<section class=\"hubspot-form standard-spacing\">\n    <div class=\"container fade-in\">\n        <div class=\"wp-block-hubspot\">\n                            <h2 class=\"wp-block-hubspot__title\">Get in touch<\/h2>\n                                        <div class=\"wp-block-hubspot__form\">\n                    \n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 1931131,\n\t\t\t\t\t\t\t\t\tformId: \"6fba30e7-6fb2-4499-a083-5b3e4b18ac52\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1776136872000-5311248391\",\n\t\t\t\t\t\t\t\t\tregion: \"\",\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1776136872000-5311248391\"><\/div>                <\/div>\n                    <\/div>\n    <\/div>\n<\/section>\n\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"why-iq-eq\">Why IQ-EQ?<\/h2>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <ul class=\"benefits\">\n<li class=\"purple-text\">One dedicated team<\/li>\n<li>Unrivalled technical expertise<\/li>\n<li>Committed service delivery<\/li>\n<\/ul>\n<p>We understand that personal touch is essential in building strong relationships with our clients. That\u2019s why we focus on both IQ and EQ, providing you with the customised support you need to achieve your investment objectives.<\/p>\n<p>With an integrated, global approach, we can provide consistent and reliable support to foundations, families, and their family offices all over the world.<\/p>\n<p>Contact us today to learn more about our trust and foundation services.<\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p style=\"text-align: center\"><a class=\"btn btn--mint\" href=\"https:\/\/iqeq.com\/ch\/locations\/switzerland\/#contact-us\" target=\"_blank\" rel=\"noopener\">MAKE AN ENQUIRY<\/a><\/p>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"key-contacts\">Key contacts<\/h2>\n            <\/div>\n<\/section>\n\n    <section class=\"related-section related-section--people related-section--centered standard-spacing\">\n        <div class=\"container\">\n                        <div class=\"cards row-load\">\n                    <div class=\"person-card\">\n                    <div class=\"bg-img lozad normal\">\n                <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2024\/08\/Freddy-Meyer-Grey-290x192.jpg\" \/>            <\/div>\n            <div class=\"bg-img lozad hover\">\n                <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2024\/08\/Freddy-Meyer-Green-290x192.jpg\" \/>            <\/div>\n                <div class=\"info\">\n                            <h3>Freddy Meyer<\/h3>\n                        <p class=\"job-title\">Managing Director, Switzerland<\/p>\n            <div class=\"border\"><\/div>\n                            <p class=\"location\">Switzerland<\/p>\n                        <a href=\"#contact-person\" class=\"link link--deepgray email\">\n                Send email            <\/a>\n                            <a href=\"tel:+41442862784\" class=\"link telephone\">\n                    +41 44 286 2784                <\/a>\n                                                    <div class=\"socials\">\n                    <a href=\"https:\/\/www.linkedin.com\/in\/frederique-meyer-a067a893\/\" class=\"linkedin\">\n                        <span class=\"screen-reader-text\">LinkedIn<\/span>\n                    <\/a>\n                <\/div>\n                    <\/div>\n    <\/div>\n    <div class=\"person-card\">\n                    <div class=\"bg-img lozad normal\">\n                <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" sizes=\"(max-width: 290px) 100vw, 290px\" data-src=\"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2024\/08\/0343_WebsitePortrait-IngaNitsch_FA_01-01-290x192.png\" \/>            <\/div>\n            <div class=\"bg-img lozad hover\">\n                <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" sizes=\"(max-width: 290px) 100vw, 290px\" data-src=\"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2024\/08\/0343_WebsitePortrait-IngaNitsch_FA_01-02-290x192.png\" \/>            <\/div>\n                <div class=\"info\">\n                            <h3>Inga Nitsche<\/h3>\n                        <p class=\"job-title\">Head of Corporate Service Team<\/p>\n            <div class=\"border\"><\/div>\n                            <p class=\"location\">Switzerland<\/p>\n                        <a href=\"#contact-person\" class=\"link link--deepgray email\">\n                Send email            <\/a>\n                            <a href=\"tel:+41223188113\" class=\"link telephone\">\n                    +41 2231 88113                <\/a>\n                                                    <div class=\"socials\">\n                    <a href=\"https:\/\/www.linkedin.com\/in\/inga-nitsche-a81a8914b\/\" class=\"linkedin\">\n                        <span class=\"screen-reader-text\">LinkedIn<\/span>\n                    <\/a>\n                <\/div>\n                    <\/div>\n    <\/div>\n            <\/div>\n            <div class=\"button-wrapper\">\n                            <\/div>\n        <\/div>\n    <\/section>\n\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"faq\"\n            >\n                FAQ            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <h2>Trust and foundation services FAQs<\/h2>\n                    <div class=\"table\">\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What is the difference between a trust and a foundation?                        <\/div>\n                        <div class=\"col\">\n                            <p>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\u2019s 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.<\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            Are there specific requirements to set up a trust or foundation in Switzerland?                        <\/div>\n                        <div class=\"col\">\n                            <p>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.<\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What is the role of a Swiss Trustee?                        <\/div>\n                        <div class=\"col\">\n                            <p>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.<\/p>\n                        <\/div>\n                    <\/div>\n                            <\/div>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","expertise":[15],"service_category":[102],"class_list":["post-199","service","type-service","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Trust and foundation services | IQ-EQ Switzerland<\/title>\n<meta name=\"description\" content=\"IQ-EQ supports your succession and asset protection goals with expert trust and foundation administration. Explore our bespoke service. 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