Family wealth consists of
assets passed down over
time.
Let’s protect them.
Family wealth consists of assets passed down over time. Let’s protect them.
V&G Trustee draws on the strengths of a unique team of long-standing experts with Swiss roots and diversified expertise to deliver excellent advice on the use of trusts – a pivotal tool in family succession – legal protection, corporate governance and generational transition.
The Swiss trustee.
The role of trustee in Switzerland is regulated by the Financial Institutions Act (FinIA) and subject to supervision by FINMA (Financial Markets Supervisory Authority).
In Switzerland, trustee companies are firms that are required to have adequate capitalisation, efficient internal control systems and adequate risk management, as well as the presence of qualified trust managers. Trustees in Switzerland must also comply with the due diligence requirements of the Anti-Money Laundering Act (AMLA) under the supervision of FINMA, as well as complying with international tax transparency regulations relating to the automatic exchange of information.
Why set up a trust in Switzerland?
There may be several reasons for this. Switzerland is a globally recognised financial centre where settlors can have the trust assets they establish managed with complete peace of mind.
Our expertise
Analysis and succession planning
Trust management
Periodic monitoring and reporting
Guide to trusts
The trust: the entrepreneur’s legal safe
The trust, a uniquely “British” instrument of obscure origin, is the result of the flexible and pragmatic legal system based on Anglo-Saxon common law.
Types of trusts
The principal characteristic of trusts as a legal institution is their flexibility, which enables them to adapt to countless uses in various private, family or corporate domains.
Trust taxation in Switzerland
Trusts do not have judicial status in Switzerland. It follows that a trust cannot be a taxable entity under Swiss fiscal law.
News, Blog, Events
- Press Release
V&G Trustee: Shared goals in the Trust Landscape.
V&G Trustee, a FINMA-authorized Swiss company, is built on a solid foundation of experienced trust experts and provides exceptional trust consultancy services for Swiss and international clients.
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