Private Client Services in Switzerland

Our Private Client solutions

Private Client Services in Switzerland

When you are entrusting your assets to someone, do you want the uncertainty and inconvenience of multiple providers across several jurisdictions? It makes sense to instead have a single point of contact, backed by a vast global network and with years of experience in administering diverse assets through various types of structures. You want your personal affairs centred where it works best for you, not based on someone else’s organisational chart or service centre capabilities.

How can our private wealth team help you?

  • Family office services
  • Estate and inheritance planning
  • Asset protection
  • Philanthropy
  • International pensions

By working with TMF Group, not only do you have access to our years of experience and our network of more than 120 offices worldwide, but you also benefit from our unrivalled local knowledge. Our local experts – all of whom are part of our global, independent and wholly owned group – understand the intricacies and challenges involved in providing effective fiduciary services. They can quickly advise when there are changes in legislation which will impact the assets entrusted to us, and help you to plan your next steps.

More than three decades of experience means you can rest assured that we’ll be here tomorrow, and the next day, and the next year. You’ll also receive a dedicated relationship manager, helping to ensure we can help no matter where you are, or how many jurisdictions you operate from.

Our Private Client solutions

  • Estate planning for future generations
  • Management of lifestyle assets such as yachts, planes and artworks
  • Succession planning that minimises business continuity costs
  • Portfolio performance monitoring through regular review and reporting
  • Risk management by limiting personal liability and taking advantage of favourable legislative regimes in various jurisdictions
  • Discussing, facilitating and executing compliant international taxation planning with your tax and legal advisors
  • Philanthropy by facilitating the ability to donate money or goods to support a charitable cause

Our Private Client services

  • We work with you, and your advisors to devise effective solutions for your needs
  • We establish and administer structures of varying levels of complexity
  • We provide full trustee, foundation and corporate management services
  • We incorporate and administer Special Purpose Vehicles (SPVs)
  • We register private and commercial vessels
  • We carry out tax and regulatory compliance
  • We offer investment management selection and in-house performance reporting
  • We offer probate and estate administration services

TMF Group’s international client base is diversified, and includes family offices, HNWIs and global families. We are an independent third party, which means we are free to work with your auditors, advisors or banks without creating any conflicts or interest in corporate governance or local regulatory restrictions.

We help our ultra-high net worth clients protect and enhance their assets, it’s that simple. Contact us for more details now.

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