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