We follow our clients' personal and family needs with the aim of protecting, enhancing and finally passing on their assets to the next generations. We also pursue charitable and public benefit causes.
Trust, Asset Planning and Foundations
We follow our clients' personal and family needs with the aim of protecting, enhancing and finally passing on their assets to the next generations. We also pursue charitable and public benefit causes.
To whom the service is dedicated
Individuals
Trusts and Foundations
What we offer
Trust
We guide our clients in choosing the right tools to protect their assets.
We follow their personal and family needs with the aim of protecting, enhancing and planning the transfer of assets to future generations.
We perform the function of Trustee Company at our Lugano office.
We also perform the function of Independent Protector.
Foundations and Associations for charitable purposes
Assisting with establishing, maintaining and taking care of relationships with the relevant authorities.
We perform the function of Board Member of Foundation or Association for charitable and/or public utility purposes.
Where
This service is offered in both our Lugano and Monaco head offices.