Wealth & Responsibility

Let us help you reach your goals

What does your family financial future look like?

Behind every trust is a family, with all the accomplishments to be proud of and all the challenges to deal with. Our mission is to help you preserve and grow your wealth and simplify the complexity.

CALL +41 (22) 789 1200 AND FIND OUT MORE

Trust Strategy

We will take care of what is important for you by tailoring our solutions to your specific needs and circumstances. This may concern the preservation of your family business and inherited wealth to matters of potential conflict within your family such as succession or divorce.​ 

On setting up your trust we will guide you expertly through the challenges of multiple jurisdictions, tax, regulatory and reporting requirements. We will find tailored solutions to ensure that your beneficiaries interests are maintained while the trust assets are preserved and can grow.

​As your trustees, we are experienced in dealing sensitively with the demands and pressures faced by families. We ensure that full accountability and efficient administration is maintained, coupled with our ability to deal tactfully with your beneficiaries at every stage in life.

Find out more +41 (22) 789 1200

Core Expertise

Our technical know-how allows us to make your complex, simple.
We manage your onshore and offshore entities skilfully and sensibly.
As your accredited auditor, we verify that the facts match the story you’ve been told.
Our in-house accounting capabilities provide you with an accurate reflection of what has happened, discreetly.

Tax

For you to be tax efficient we provide a full range of services from domestic compliance to complex individual advice.

Trusts

We create carefully planned and structured trusts that enable you to preserve, protect and accumulate wealth, whilst minimising and deferring exposure to tax.

Accounting & Audit

We verify that your affairs are correctly managed and ensure transparency with your partners and beneficiaries. We also perform valuation and forensic accounting services.

Trusts

We create carefully planned and structured trusts that enable you to preserve, protect and accumulate wealth, whilst minimising and deferring exposure to tax.

Tax

For you to be tax efficient we provide a full range of services from domestic compliance to complex individual advice.

Accounting & Audit

We verify that your affairs are correctly managed and ensure transparency with your partners and beneficiaries. We also perform valuation and forensic accounting services.

Responsive 

Reliable

Loyal

Ours is a relationship that lasts

PERCENT
of new clients come referred from professional advisers such as your banker, lawyer or accountant.

YEARS
as trustees in Geneva

TEAM MEMBERS
here for you

We are 100% Swiss owned and communicate in 8 different languages
​
​With more than 35 years of experience and multiple winner of the “Best Independent Trust company” award, we are your trustee of choice 

FIND OUT MORE +41 (22) 789 1200