Swiss Trustee

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    Our expertise

    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)