Header

EN

Hauptnavigation

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.

Selected specialists

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

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

  • Setup and Structure
  • Establishment of a private office and legal structure
  • Hub for coordination with existing service providers and access to a proprietary network of partners in international tax and fiduciary services
  • Investment guidelines and restrictions
  • Manager selection: access to best-in-class managers and institutional share classes
  • Development of cross-bank reporting

Implementation

  • Performance review of selected mandates
  • Acquisition, sale, and management of assets and participations
  • Treasury – liquidity planning – payments – FX – hedging
  • Private and corporate accounting
  • Consolidation & reporting
  • Pension planning, insurance and security services
  • Succession planning
  • Concierge service and additional services

Are you interested in our services? Do you have questions?

Get in touch