Swiss Trustee

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Le nostre competenze

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)