Swiss Global Trustees | Private wealth services
121
page,page-id-121,page-template,page-template-full_width,page-template-full_width-php,ajax_fade,page_not_loaded,,qode-child-theme-ver-1.0.0,qode-theme-ver-9.0,wpb-js-composer js-comp-ver-4.9.2,vc_responsive
 

Private wealth services

Wealth Management


Our approach
  • Working as a team with our clients, their families and their advisors
  • Identifying current and future needs of the individuals and their families
  • Providing robust and appropriate structures
  • Selecting an appropriate director led service team to meet the clients’ requirements and expectations
Our Clients
  • Families and individuals who have accumulated substantial wealth
  • A common aspiration to protect and enhance their wealth and wealth planning
  • Current generation and future generations
  • Our clients are:
    • successful entrepreneurs
    • land and property owners
    • families with inherited wealth
    • recognized figures from sport and entertainment
Core capabilities
  • Offshore trustee services and stewardship
  • Management and control
  • Implementation of multi-generation structuring and succession planning
  • Protection and controlled enhancement of assets
  • Multi-jurisdictions and their administration
Specialist capabilities
  • Family governance
  • Investment manager selection and monitoring
  • Banking and treasury
  • Philanthropy
  • Taxation
  • Legal Services

Philanthropy


Core capabilities

  • Strategic charitable initiatives
  • Structuring advice
  • Charity selection and Trust
  • Monitoring and reporting
  • Treasury management

Specialist capabilities

  • In-house charitable trust
  • Private charitable structures
  • Venture philanthropy and micro-finance
  • International funds
  • Inheritance Tax
offering-427297_1920

Wealth Creation


Our approach
  • Working as a team with our clients and their advisors
  • Identifying current and future needs of the individuals
  • Accepting the on-going evolution of the structure
  • Providing robust and appropriate structures
  • Selecting an appropriate director led service team to meet the clients’ requirements and expectations
  • Facilitating business transactions within the structure
  • Wealth planning
Our Clients
  • Independently wealthy international entrepreneurs
  • In an entrepreneurial phase of wealth accumulation
  • Our clients are:
    • successful entrepreneurs
    • industrialists
    • property developers
    • investment or commodity specialists
    • financiers
Core capabilities
  • Management and control
  • Trustee services
  • Stringent transaction approval and quality assurance
  • Protection and enhancement of assets
  • Multi-jurisdictional structuring
Specialist capabilities
  • Corporate governance
  • Robust high quality financial and management reporting
  • Transaction management
    • Pre IPO interests
    • Property transactions
    • Acquisition and disposals of businesses / assets

Investment & Treasury Services


vault-154685_1280

Investment management

  • Approval / validation of managers
  • Performance reviews
  • Benchmarking in conjunction with trustees
  • Negotiation of manager remuneration

Treasury services

  • Approval / validation of banking partners
  • Negotiation of transaction rates / margins
  • Monitoring of service level agreements
  • Tax advisory