Our clients are diverse in terms of their requirements, where their wealth is derived, the type and location of their assets and their jurisdictional connections.
We are experts in dealing with high risk politically exposed clients and administering their affairs effectively. We look after the affairs of many ultra-high and high net worth individuals, ranging from Eastern European and Middle Eastern UHNW families, sports personalities and property developers, to clients with more modest assets held within straightforward investment portfolios.
The structuring and support we provide is tailored to each particular client or family circumstance. We work with a range of intermediaries in order to come up with the best possible solution and ongoing management of each of our clients’ affairs.
Please read our Terms & Conditions of Business.
Our offshore fiduciary teams have expertise in managing trusts, private trust companies, foundations, family offices and corporate structures to ensure that legacies are passed on, and values are preserved, whilst enabling the successor generation to forge their own destiny.
We have experience in providing trustee services to, and dealing with dynastic issues for, wealthy multi-generational families and their respective family assets. Our teams have specialist experience in dealing with Middle Eastern and Russian/CIS clients in relation to their respective succession planning and asset protection structuring.
We provide practical solutions to the challenges experienced by our clients who may live or trade in areas of political or economic instability. Through these structuring solutions, our clients can plan for succession and protect their assets from threats, including sovereign risk, repatriation or forced heirship in the most efficient manner possible.
Through this offering we can provide clients:
In all instances accounting services will be undertaken in Geneva or Guernsey.
Our team prepares consolidated accounts for large or complex structures and liaises with auditors if an annual audit is required. We are able to offer this service to external parties, whether they be other trustees, institutions or individuals looking to outsource their accounting requirements.
In conjunction with these accounting services, our in-house UK tax specialists are able to provide analysis on an individual or trust’s tax position as well as assist with all tax compliance matters from property tax returns (ATED or NRL) to more complex capital gains tax calculations.
The work undertaken by our tax team includes:
Our Swiss offices also provide accounting expertise to a wide range of clients, including individuals looking to consolidate the various reporting they receive from different institutions, or companies looking to outsource their accounting function.
We are perfectly placed to assist clients with adding specialist assets to their portfolios. These might include assets in emerging markets, commodities, art, antiquities, precious stones, intellectual property, super yachts and private aircraft, as well as the ownership of operational businesses and direct investments.
We can help our clients by establishing and administering various structures with philanthropic objectives. We work closely with our clients to establish a clear framework for investment portfolios to be constructed including the review of investment opportunities, performance measurement and measurement of impact. Regular reporting is provided so the client can ensure that financial stability is achieved for both current and future generations, at the same time as utilising family wealth to leave behind a better environmental footprint.
From providing concierge-style services to looking after the family’s financial affairs, and dealing with Intellectual Property, image and commercial rights, we provide a first class level of technical administration.
Given the non-standard nature of the investments, assets and businesses linked to Family Offices, we recognise the importance of understanding and managing risk on a tailored basis. As part of our fiduciary responsibility, we are able to monitor and report on asset performance on a risk adjusted basis and have expertise in dealing with other family assets such as aircraft, yachts, art and antiquities, as well as private residences.
Private Trust Companies
A private trust company is particularly useful for holding specialised assets, such as yachts or aircraft, which may be considered to have a higher level of fiduciary risk, or for families looking to consolidate all of their structures under one trustee.
Foundations are helpful in planning the smooth transfer of assets between family members or other beneficiaries. They can also be a useful means of implementing asset protection strategies or for philanthropic purposes, offering the advantages of flexibility, discretion and confidentiality.
From our Swiss offices we are also able to assist with the formation and administration of foundations in other jurisdictions such as Panama and Liechtenstein.
We also have experience in establishing Partnerships, particularly for use as investment vehicles, and can advise on the use of Limited Partnership structures for asset protection, international tax planning, private equity and venture capital schemes, and Guernsey Collective Investment Funds.
We administer a variety of employee benefit, share and retirement schemes for a range of private and public companies and are experienced in establishing and managing personnel, payroll and crew solutions.
By working with our network and partner firms, we can assist with the all matters to ensure your arrival and operations in Switzerland are as smooth as possible.
Managing Director, Guernsey