Foundations

A trust of recognised charitable status established in accordance with Swiss law allows assets (such as liquid funds, securities, real estate or works of art) to be declared part of a trust and to increase its assets year by year as tax-free donations.

The Helvetic Trust Family Office will support you at all stages, from establishing the charitable trust to managing it operatively and administratively.

Setting up the trust

• Setting out the concept for establishing the trust and its purpose
• Statutes and trust deed
• Preliminary investigations and registration of the trust
• Entry in Commercial Register, submitting trust documents to a supervisory authority

Operational management of the trust

• Processing requests to the trust
• Preparing business for the Board of Trustees
• Calling and minuting Board of Trustee meetings
• Implementing the decisions of the Board of Trustees

Administrative management of the trust

• Bookkeeping
• Financial reports
• Audits
• Statement of accounts for supervisory body

Contact
For your personal consultation please do not hesitate to contac Mr Walter Schmid.