We’ll guide you in understanding the country you’re living in and options available to you.
We have offices in Geneva and Zurich
Building bespoke structures and strategies to suit individual needs.
Swiss Global Trustees is an independent, Geneva based professional Trustee.
Our focus is identifying current and future needs of individuals and selecting an appropriate director led service team to meet the clients’ requirements and expectations. Working as a team with our clients, their families and their advisors enables us to provide robust and applicable structures to suit their individual needs.
Our worldwide client base is private and public corporates including multinational and asset managers, high net worth individuals and families.
We pride ourselves on our concrete working relationships with leading law firms, banks and accountancy firms ensuring that our highly qualified staff have the expertise to provide an efficient and professional service to our clients and advisors.
PRIVATE WEALTH SERVICES
CAPITAL MARKETS STRUCTURES
Depending upon the jurisdiction in which you live or own property, you may not be free to decide who should benefit from your estate when you die. In many countries, laws of succession define specific rights for heirs, known as forced heirs. Argentina, Brazil, Spain, Switzerland and France are examples of countries which have such prescribed rules. In addition in the Middle East Sharia Principles can pose adverse conditions for the distribution of your wealth.
With efficient estate planning tools, you can nominate beneficiaries during your lifetime and pass on benefits when you pass away.
Many countries use the probate system for distributing property when somebody dies. Estate planning can avoid the possible delays and the expenses associated with this legal process.
If you have married more than once, you may want to ensure that assets are held solely for the benefit of your children and not for any stepchildren. Alternatively, in the same circumstances, you may want to ensure that assets are held solely for the benefit of your current spouse/partner and not for an ex-spouse/partner.
In some countries, assets left to beneficiaries are subject to estate duty and inheritance tax. Using the right vehicle for estate planning can help to avoid unnecessary tax and eliminate serious tax consequences for your family. In addition correct planning can help you to minimize your ongoing exposure to Capital Gains Tax, Income Tax and Wealth Tax.
Protecting your assets from creditors in the event of unforeseen circumstances can also be a priority for you, careful planning can help protect your assets from this exposure.
Swiss Global Trustees is looking for a Senior Trust Officer to join their Trust team. This is a great opportunity for a dedicated and competent to join a well-established and dynamic company.