A professional family office can be tailored to meet the needs of both wealthy families and private customers. Our services help reduce the burden on family members and private individuals in many ways. By providing a defined structure and division of assets we help to resolve conflicts within the family before they arise.
Helvetic Trust works in the background to organise and optimise the interests of the family and relatives. Particularly in the case of families whose members are frequently on the move, with homes and business interests spread across the globe, the Helvetic Trust Family Office can serve as a central coordinating hub and port of calm in hectic times.
Helvetic Trust AG works with carefully selected, independent specialists including fund managers, lawyers, real estate specialists, art experts and tax advisors.
A single goal
We maintain overall control, bringing the various interests under one roof to achieve a single aim: your well-being. Whatever happens, you can rely totally on our uncompromising discretion and instinctively tactful approach.
Helvetic Trust – your own personal Family Office