Our services
Every service starts with a confidential assessment of your situation. No fees are published: the proposal comes in writing, after review.
Setting up a trust
-
Trust structuring and establishment
From the first discussion of your objectives to the funding of the trust, with counsel chosen for the governing law.
Types of trust
-
Discretionary trusts
A trustee who decides distributions within the deed, guided by a letter of wishes.
-
Fixed trusts
Beneficiaries with defined entitlements, for families who want certainty over who receives what.
-
Revocable and irrevocable trusts
Weighing control kept by the settlor against the protection and tax position of the structure.
Structures
-
Private trust companies
A company created to act as trustee for one family, with a board and governance of its own.
-
Combined structures
A trust with an underlying company, a foundation or a holding, organised as one structure.
Administration
-
Trust administration
Day-to-day trusteeship from Geneva: decisions, records, banks, beneficiaries and annual reviews.
-
Change of trustee
Moving an existing trust to a Geneva trustee: review, deed of appointment, banks and records.
-
Trust review and audit
A full reading of the deed, the records and the tax position of a trust that already exists.
Compliance
-
Compliance and reporting
Know-your-client files, beneficial owner records and the automatic exchange reports a trust must file.
-
Ongoing compliance
Keeping files, reports and beneficial owner data up to date year after year.
Assets
-
Banking and assets
Opening and running trust accounts and coordinating the managers who invest the trust fund.
-
Trusts, life insurance and pensions
How a trust works next to life insurance and pension assets, without overlap or gaps.
-
Digital assets in trust
Custody, access and succession for crypto-assets held by a trust.
Governance
-
Protector and reserved powers
Who checks the trustee, and which powers the settlor keeps, written so the trust stays valid.
-
Letters of wishes
The settlor’s guidance to the trustee, drafted and updated as the family changes.
-
Family governance
Rules, councils and meetings that let several generations work with one trust.
Situations
-
Business holding trusts
Holding a family company through a trust to plan succession and keep the business together.
-
Real estate trusts
Property held in or through a trust, with the rules of the country where it is located.
-
Philanthropy and charitable trusts
Giving a lasting framework to a family’s causes, alone or next to a foundation.
-
Blended families and vulnerable beneficiaries
Protecting a child, a second spouse or a beneficiary who cannot manage assets alone.
-
Trusts for expatriates and relocation
Reviewing a trust before or after a move to or from Switzerland.
End of a trust
-
Trust termination and distribution
Closing a trust in order: final accounts, distributions and release of the trustee.
No fees are published: every situation is first assessed in confidence, then answered with a written proposal.
Considering a trust, or reviewing one?
Describe your situation in a few lines. A Geneva-based trustee reviews it in confidence and replies in writing.