Fiduciary & Trust Services

We help you to approach your personal estate matters and inheritance issues by selecting the appropriate estate structures or investment vehicles.

We establish and administer trusts, foundations, or holding structures for your specific needs and support you in the systematic evaluation of structures.

Philanthropy

We assist you in implementing your charitable visions and strategies through our specialized philanthropic planning and consulting services.

We also support you in structuring and supervising charitable projects, in order to ensure a proper and efficient use of donated funds.

Reporting & Administration

We can arrange for consolidated reporting services across all asset classes, including detailed performance reports as well as for general administration or accounting services to be provided by established local accountancy firms.

Asset Managers & Custodian Banks

We second you in selecting asset managers and custodian banks on the basis of our own screening criteria, in order to ensure that you have access to the most suitable managers, investment solutions and banks on the market.

We also instruct and supervise asset managers and monitor the services of financial institutions, thus ensuring greater transparency with respect to banking fees and performance figures.