"When there is trust first, there will be results later."

- Jurgen Appelo -

In recent times, the subject of trusts has become increasingly important and widespread, often becoming an essential tool when dealing with international clients who have quite particular succession planning needs.

Thanks to a decade of collaboration with renowned Anglo-Saxon firms, highly specialized in this sector, our professionals have gained significant experience in the use of trusts which allows our clients to benefit from a complete, targeted and specific consultancy for all their personal needs and requirements.

In particular, our professionals are responsible for providing the following services:

In collaboration with the succession planning team and the notary team, the preparation and drafting of wills, inheritance agreements and marriage agreements, where necessary to best implement client trust structures

In collaboration with the private client and tax consultancy team, carrying out all the activities and procedures necessary to obtain the recognition of trust structures belonging to clients relocating to Switzerland

Where requested by the client, we can also act as protector

Some of our team professionals also sit on the Board of Directors of V&G Trustee SA, a FINMA authorized trustee company based in Lugano, thereby allowing our firm to enjoy an even broader perspective in the sector.