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About Trustee Switzerland

Request a confidential assessment

What this site is

Trustee Switzerland is an information and contact site about choosing, assessing and changing a trustee in Switzerland. It is published by Montaigne Trust Ltd, a Geneva trustee.

Who replies

Enquiries submitted through the form are read by the Montaigne Trust Ltd team, a trustee licensed by FINMA and affiliated with the supervisory organisation SO-FIT.

What this site does not do

  • No individual advice online
  • No published fees
  • No tax promises

Every situation is handled after a confidential assessment.

How we work

  • Confidential assessment of the situation
  • Proposed structure, together with the family’s advisers
  • Establishment of the trust
  • Administration and regular review

Each step is described on the Services page.

Our sources

The regulatory facts quoted on this site refer to FINMA, SO-FIT, the Hague Convention of 1 July 1985 and Circular No. 30 of the Swiss Tax Conference. Each page lists its sources and its update date.