Trustee, Protectorship and Board Mandates

We are at your side in word and deed to protect and expand your family assets in accordance with your aspirations for today's and future generations – be it as your trustee or protector. We can also strengthen your existing committees as a reliable and competent member of your trustee board, board of directors or foundation board.
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What to expect from us

With our KENDRIS group and in cooperation with our local partner firms, we are present in all major financial centres. With our personal commitment and intuition for unspoken needs, we act as your highly reliable trustee, protector, director or committee member.
 
Equally, we can guide you through the entire process of setting up a trust or assume the function of trustee of an existing trust structure. We are experienced in dealing and administering all types of asset classes, irrespective of their geographical location. At all times, we ensure full compliance with international tax laws and regulatory requirements . Being fully independent, our interest is always on your side. We avoid any conflicts of interest with financial institutions, banks and investment managers.

Services at a glance

No matter what your needs will be, we can offer you the right services for your trust and the administration of any additional company and entity involved.

In Switzerland, an important international centre for the administration of trusts, we combine Swiss efficiency and precision with a deep understanding of the concept of a common law trust. Whether we act through our Switzerland-based trust company or any of our foreign-licensed trust companies, we ensure at all times: 

  • that we meet the high standards of diligence and professionalism in managing complex and international tust structures
  • that we ensure full compliance with international tax laws and growing and changing regulatory requirements

Our familiarity with the Swiss and international legal systems and our many years of cross-border experience ensure advice and deliveries that you and the beneficiaries of your trust can count on.

Trustee

As professional trustees, we are specialised in establishing and managing both simple and complex trusts for clients all over the world. We take responsibility for administering the trust assets at all times in accordance with the provisions of the trust instrument and applicable law. Best professional practice is applied in the governance of your trust to accomplish your goals and intentions in setting up a trust. 

Protectorship

On your behalf, we will also exercise a controlling function for an existing or newly established trust or foundation. As a settlor or founder, you will benefit from the appointment of an independent and professional protector to ensure that your trustees or the foundation board always act in the best interests of your beneficiaries. Protectors have the fiduciary duty to enforce the trust or foundation in the best interests of the beneficiaries, taking into account the intentions of the settlor or founder of a structure.

 

Board membership

Extend your management board with our many years of experience in managing a wide variety of companies in Switzerland and abroad. Our extensive expertise in numerous systems of corporate law enables us to take on management, board of directors and foundation board mandates in an efficient and success-oriented manner.

What sets us apart

Discretion

We stand by you as a partner and maintain absolute confidentiality in every step we take. Our proven sense for unspoken needs allows for a unique level of discretion.

Personal care

We focus on personal interaction whenever circumstances allow. By listening to you and identifying with you, your goals become ours.

Comprehensive expertise

Our services are based on interdisciplinary exchange, expertise in Switzerland and abroad as well as the involvement of various experts. You can be sure that we take a holistic approach in addressing your questions and concerns.

Key contact

Jasmine Stefanoni
Jasmine Stefanoni
Partner
Certified Fiduciary Expert, TEP
Thomas Frey
Thomas Frey
Partner
Attorney-at-Law, LL.M., TEP (Dip ITM)

More trust and fiduciary services

International Trusts, Foundations and Companies

Our renowned professionals have proven and profound experience in managing family wealth wherever the family assets are located or the members of the family reside. We are at your side to structure, preserve and help expand your wealth for today's and future generations.

US Trusts

Wealth preservation, asset protection and succession planning for individuals with connections to the US require US solutions. With our domestic and international expertise, we can establish a succession planning vehicle that will fulfil your long-term plans and maximise the benefits of succession planning.

Trust & Fiduciary Services

We establish, manage and administer trusts, foundations and a range of company types in Switzerland and around the world. With you, we develop your roadmap to structure your family's wealth in order to lay the foundation for a smooth transition of wealth to the next generation. We deliver peace of mind in times of increasing regulatory complexities. Our expertise in wealth structuring covers both financial and non-financial assets.
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