Trusts and Foundations

Trusts and Foundations

What we offer

We are a FINMA-licensed trustee company, offering a full range of customised and robust solutions for trusts and foundations. The authorisation to operate issued by FINMA certifies the professionalism of the organisation and confirms our commitment to the highest standards of integrity and competence. By choosing Altiqa Lugano, you will have a trusted and competent partner to handle any need. As a trustee company, we are a Financial Institution (FI) under the CRS and FATCA regulations.

Personalised Trust Advisory

Our team of experts specialised in designing and setting up tailor-made trusts. We carefully assess your personal situation and objectives and advise you on the most suitable trust structure. Our services include revocable and irrevocable trusts, asset protection trusts, investment trusts, charitable trusts and more.

Advice on instrument selection

We provide in-depth advice on selecting the instruments and types of trusts best suited to your needs. We consider aspects such as asset management, tax planning and asset protection to ensure an informed and wise choice.

Creation and Management of Foundations

We offer comprehensive services for the establishment and management of foundations. These can be used for charitable purposes, donations, or for specific purposes such as charity or education or the management of heritage of cultural importance rather than the protection of private collections.

Assistance to Charitable and Public Benefit Associations

We assist associations in their creation and operational management. These services include record keeping, financial management and legal compliance.

People, our most important asset