We design and establish discretionary or fixed, revocable or irrevocable trusts, tailored to the objectives and constraints of each client.
Our work begins with a thorough understanding of the family, asset base, jurisdictions involved, tax residence issues, and governance preferences. We select the appropriate governing law, trust type, and trustee powers to achieve the desired legal and tax outcomes, while ensuring the structure remains robust under Swiss scrutiny.
Where appropriate, we also set up Private Trust Companies (PTCs), giving families more involvement in trustee governance while maintaining legal integrity. All constitutive documents (trust deed, letters of wishes, reserved powers arrangements, investment policies, protector provisions) are drafted and implemented with precision, ensuring clarity for all stakeholders — trustees, protectors, beneficiaries, and advisors.