About us
CAREY is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust – because we care(y).
The Company, established in 2003, has highly experienced staff, providing services to a high-class customer base who require independence and freedom to select from all of the opportunities available in the market. Committed only to our clients, we always choose the best available options without incurring any risk of potential conflicts of interest.
As we do not provide legal and tax services we work in close conjunction with our clients’ legal and tax advisors. In this win-win situation the client gets the best services available: professional and trusted advice from their own team and professional financial services from us. If our clients do not yet have access to specialised legal and/or tax advisers we can provide a broad network of recommended firms.
As holder of a professional trustee license the company is supervised by the Swiss Financial Market Supervisory Authority FINMA.
About our goals
We know that FIDUCIARY & FINANCIAL SERVICE ADMINISTRATION can be a challenge to cope with and is normally only a small fraction of our clients’ tasks – but at CAREY ZURICH we live and breathe the world of Supporting Structures – Created for You & Serviced by Us.
CAREY ZURICH is aiming to bring simplicity and transparency to a complex marketplace. Our team is highly focused on continuously delivering the best service with regards to tailor-made Structures, Family Office and Accountancy services.
At CAREY ZURICH we DO care about our clients and we establish very close relationships with them. We see ourselves as your trusted sparring partner, which is why we put a lot of effort into forming close relations with each and every one of our Clients.
CAREY ZURICH is different from many other fiduciary & financial service providers in the industry due to the way we do business. We do not want to be the biggest, but we do want to have the best reputation in the industry. To reach that goal, we strive to deliver fast and flexible solutions, top-class services and results to our clients every day.
Purpose
To bring simplicity and transparency to a complex marketplace.
Mission
To be YOUR Service Department – we want to create long term relationships and contribute to real value creation for our clients. This is done through honesty, experience, consultancy, strategic reviews, planning, creating results so as to be your trusted service partner.
Vision
To have the best reputation in our industry.
Passion
To deliver the best possible service, which creates the best possible results for our clients at a reasonable cost.
Values
CUSTOMER INTIMACY
We believe collaboration drives innovation, growth and shared success. We strive for long-term commitment and contribute to real value creation for our customers. This is done through proactive communication, honesty and experience in the work we carry out.
ACT WITH INTEGRITY
We hold ourselves to the highest standards of fairness, honesty and transparency in everything we do. Our customers can count on Swiss quality, high ethical standards, efficiency and trust – because we care(y).
DELIVER SOLUTIONS
We are problem solvers that deliver real solutions. We welcome challenges and see opportunities where others see only obstacles and risks. We do what we say we are going to do and work relentlessly to meet our commitments.
CAREY – because we care.
Find our team members here.