Private Trust Company

A Private Trust Company (PTC) is a private entity that serves as a trustee for one or more trusts. It offers a valuable solution for structuring and optimising family wealth, enhancing governance, and refining succession planning strategies.
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What to expect from us

Our firm is committed to providing a complete and thorough suite of services designed to facilitate the establishment and administration of a robust and effective Private Trust Company (PTC) structure. 

Our services encompass all aspects of the PTC's formation, from initial consultation and planning through to full implementation and ongoing management. With a focus on strict adherence to all relevant legal and regulatory requirements, we ensure that our clients have the confidence and peace of mind of knowing that their PTC is fully compliant and fully operational, capable of meeting their unique and evolving needs.

Services at a glance

KENDRIS provides a full suite of services designed to ensure the correct establishment and effective operation of Private Trust Company (PTC) structures. Our comprehensive range of services includes for instance:

  • Complete suite of services to assist you with the establishment of the PTC structure, including domiciliation, corporate administration, tax filings, and accounting.
  • Assistance with AML duties and acting as an AML officer if required.
  • Serving as trustees, directors, protectors, or enforcers within the PTC structure.
  • Support with regulatory reporting duties such as CRS/FATCA/DAC 6.
  • Ensuring compliance with economic substance requirements in various jurisdictions.
  • Handling statutory accounting for all or selected structure entities, including the PTC.
  • Providing consolidated financial reporting for the structure.
  • Offering consolidated performance monitoring and reporting.

By entrusting the establishment and management of PTCs to KENDRIS, you can be assured of a smooth and efficient process that meets your requirements.

How a typical PTC / Trust setup looks like:

The structure of a PTC/Trust setup typically involves a board of directors responsible for the company's management, similar to other corporations. Among the members of the board of directors are professional trust company officers who have the necessary expertise in managing trusts. Additionally, trusted family advisors and family members may also be part of the board. 

Ownership of the PTC shares is typically vested in a specialised Purpose Trust, which is overseen by a professional trustee. Learn more in our dedicated article here: The Private Trust Company – or PTC - explained.

What sets us apart

Trusted and independent partner

We place a strong emphasis on transparency and personalised care. Our team is dedicated to understanding your unique circumstances, goals, and needs, and we work with you every step of the way to ensure that your objectives are met with the utmost care and attention.

Agile and multigenerational approach

We provide nimble and flexible solutions to meet the evolving needs of international families and their assets, now and in the future. By maintaining flexibility and adaptability, we ensure that our solutions endure the test of time and meet your evolving needs.

Thorough and comprehensive strategy

We leverage interdisciplinary collaboration, both domestic and international expertise, and engage a diverse range of experts to ensure a holistic approach. You can be confident that our services are comprehensive and tailored to meet your needs.

Personal and without obligation – get in touch

Thomas Frey
Thomas Frey
Attorney-at-Law, LL.M., TEP / Dip(ITM)
Marcel Minger
Marcel Minger

More trust and fiduciary services

Board Mandates, Protectorship and Committee functions

We are at your side to protect and expand your family assets in accordance with your aspirations for today's and future generations. We can also strengthen your existing committees as a reliable and competent member of the board of directors or foundation board of entities established by you.

International 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.

International Trusts

International trusts are common and established vehicles for structuring, preserving and growing family wealth for current and future generations. They need to be set up in an individualised manner to efficiently and effectively achieve the desired objectives of succession and financial planning, always in accordance with applicable laws and regulations.

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.

DIFC Foundations

Governed by the modern and robust DIFC Foundations Law of 2018, the DIFC Foundation is a straightforward and effective solution for individuals and families to structure assets and succession plans.

Trusts, Foundations & Fiduciary Services

We establish, manage and administer a wide range of company types and foundations 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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Latest news & insights

Wealth Management / Family Office
14 March 2024


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