Analysis and succession planning
Preliminary analysis and evaluation of objectives
Succession planning and generational transition
Swiss and international tax optimisation
Preventive and future legal protection assessment
Trust management
Structuring of the trust deed
Protection and guarantee of impartiality towards the parties involved
Management of assets or any other properties (shareholdings, companies, works of art, real estate, yachts, etc.)
Protection of identified purposes (business, family, philanthropic, etc.)
Appointment of possible guardians
Periodic monitoring and reporting
Administrative, financial and accounting management
Periodic reporting (where applicable)
Preparation and management of trust dissolution (where applicable)
