Alpadis Group Enhances Tax and Succession Planning Expertise with Acquisition of EOS Trust and Consulting LLC

Acquisition to enhance capabilities in taxation and succession planning, broaden reach into the Latam and Italian Markets.

Alpadis Group, a leading provider of multi-jurisdictional corporate and bespoke fiduciary services, is excited to announce the acquisition of EOS Trust and Consulting LLC. This strategic acquisition, pending approval from the Swiss Financial Market Supervisory Authority (FINMA), is set to enhance Alpadis Group’s capabilities in the domain of taxation and succession planning, while opening avenues into the Italian and South American markets.

EOS Trust and Consulting LLC, based in Erlenbach, Switzerland, has been renowned for its expertise in international tax consulting, domestic tax advice, relocation of natural persons, corporate administration, philanthropy, and Swiss trustee services. The integration of EOS’s highly experienced team will augment Alpadis Group’s already extensive suite of services.

“We are thrilled to welcome EOS Trust and Consulting LLC to the Alpadis Group family,” said Alain Esseiva, CEO of Alpadis Group. “The addition of Elena Arlotta and her team underscores our commitment to delivering unparalleled service quality and expertise to our clients globally. This acquisition, our fourth in Zurich, is a strategic move to consolidate our position in Switzerland, extend our geographical reach and grow our tax and succession planning capabilities further.”

Elena Arlotta, Trust Manager and Tax Advisor at EOS Trust and Consulting, will join Alpadis Group as a Board Member of Alpadis Group Holding AG and Director of Alpadis Trust (Switzerland) AG. Elena expressed her excitement, “Joining forces with Alpadis Group is a significant milestone for us. It not only elevates the level of service we can offer to our clients but also expands the horizons for our team. We look forward to contributing our expertise to Alpadis Group’s diversified portfolio, especially in the Italian and South American markets.”

This acquisition signifies the amalgamation of EOS’s robust tax and succession planning expertise with Alpadis Group’s global network and comprehensive range of fiduciary services. Clients of both entities will benefit from enhanced service offerings, combining the agility and personalized touch of a small firm with the extensive reach and resources of a larger organization.

Alpadis Group has carved out a niche in delivering bespoke, technology-enabled fiduciary services for corporate and private clients across Europe and Asia. The acquisition of EOS is aligned with its strategic vision of expanding its footprint and enhancing its service portfolio to meet the evolving needs of clients in a dynamic global landscape.