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The focus of each consultation is on the individual needs of the client, and thanks to our many years of extensive experience, we are able to rely on a deep understanding of our clients’ values and goals. For us, independence, transparency and a holistic view of assets are the foundation of sustainable, long-term and trustworthy advice. We believe that assets not only have to be managed, but managed carefully and in a trustworthy way – just like a company. 

Based on the individual needs, we focus on structuring and consolidating assets in the right way, and on the corresponding controlling and reporting. Of course, we ensure that the investments are in line with our clients’ defined values. Our family office services can be put together in a holistic way, but also à la carte – to suit your needs. We also offer our solutions and infrastructure to other financial intermediaries in a ‘white label as a service’ process.

Select specialists

Helvetic Trust AG works with
independent, carefully selected specialists such as asset managers, lawyers, real estate specialists and
art and
tax experts.

A clear goal

We keep an overview, bringing everything together under one roof and always have a clearly defined goal in mind: securing our clients’ assets for generations with the necessary stability, vision and expertise. Our clients can completely rely on our
unwavering discretion and loyalty.

01
Foc Phase 1 White
01

Analysis

  • Definition of values – a useful navigation aid
  • Moderation and development of individual and shared goals
  • Wealth breakdown and holistic approach
  • Division of roles and governance
02
Foc Phase 2 White
02

Setup and structure

  • Establishment of a private secretarial office and, if necessary, legal structure
  • Hub to existing service providers and own network of partners
  • Definition of investment regulations and restrictions
  • Manager selection
  • Due diligence infrastructure
03
Foc Phase 3 White
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Implementation

  • Monitoring of selected mandates
  • Acquisition, sale and management of company investments, real estate, art, yachts and private jets
  • Treasury
  • Personal and business accounting
  • Consolidation & reporting
  • Concierge service and other services

Analysis

  • Definition of values – a useful navigation aid
  • Moderation and development of individual and shared goals
  • Wealth breakdown and holistic approach
  • Division of roles and governance

Setup and structure

  • Establishment of a private secretarial office and, if necessary, legal structure
  • Hub to existing service providers and own network of partners
  • Definition of investment regulations and restrictions
  • Manager selection
  • Due diligence infrastructure

Implementation

  • Monitoring of selected mandates
  • Acquisition, sale and management of company investments, real estate, art, yachts and private jets
  • Treasury
  • Personal and business accounting
  • Consolidation & reporting
  • Concierge service and other services