We help families to manage and grow their wealth

Why Switzerland?

Switzerland consistently ranks as a favored destination for international corporations and High-Net-Worth Individuals (HNWIs).

Switzerland is located in the heart of Europe, enjoys a very stable economy and has robust political and legal systems. It offers an excellent business environment with low tax rates and a very attractive network of double taxation agreements (over 80).

Switzerland also boasts a skilled, multilingual and motivated workforce, and it is known for its first-class infrastructures and excellent banking facilities, making the country a very attractive place to host wealth-planning structures for families worldwide.

Our Services

Our Swiss office, recognised as a licensed trustee by the Swiss Financial Market Supervisory Authority (FINMA), offers a comprehensive suite of services for owning, managing, and preserving business and personal wealth. Our expertise includes family governance advisory, strategic estate and tax planning, fiduciary and trust services, philanthropy, and relocation services.

Our Office

Meet our Core Team

Accreditations and Membership

Switzerland Insights

International Planning

International Planning protects your wealth across multiple jurisdictions, helps save for retirement, allows for international investment and avoids unnecessary liabilities…
(Read more)

Wealth Planning

Wealth planning is a lifelong roadmap designed to structure, protect and preserve your assets so that you may pass them…
(Read more)