Services

We evaluate the requirements of every client on an individual basis, taking into consideration their current and future needs.

Our services are tailored to each client’s specific circumstances, but generally include a combination of the following:

Trust Formation & Administration

A trust may be used for a variety of personal, estate, financial, tax and business planning purposes, and is often utilised in combination with an underlying offshore company. The objectives may include: 

• Protection of assets from future personal liability 
• Tax Planning – minimising estate/inheritance, capital gains and income tax.
• Provision for spouses and other dependants, especially those who may be unable to manage their own affairs (young children, the elderly, the disabled or sick).
• Efficient and timely distribution of assets upon death
• Confidentiality
• Mitigation of the effects of forced heirship
• Preservation of family wealth
• Continuity of family business
• Ownership of assets and investments
• Protection of lender in corporate financing transactions
• Creating or making provision for Charities.

Company Management & Administration

These services include incorporation and domiciliation of companies, provision of directors and officers, accountancy and ongoing administrative reporting, cash management, corporate secretarial support and regulatory compliance covering every aspect of day-to-day management of onshore or offshore companies.

Personalised Wealth Management

We have an extensive network of professional contacts, including lawyers, accountants, tax advisors and private bankers. We are able to arrange introductions for our clients to some of Switzerland’s oldest and largest private banks, and to help them select the most appropriate service providers based on their profile and requirements.