We are a Fiduciary company with an experienced team, led by Simon Bernet, Partner, Martin Elzi, Senior Manager and Nicolas Müller, Manager, focused on wealth planning and structuring for wealthy families with a strong focus on Latin America, which includes company formation, administration, accounting, governance and succession planning.
Our highly versatile Latin America focused private wealth and trust solutions team has over two decades of hands-on experience dealing with complex succession planning and asset protection matters. We have a unique approach combining knowledge of Latin culture with Swiss quality and commitment.
A multicultural- and lingual team with the ability to seamlessly adapt to client preferences and nuances due to profound regional economic, fiscal, regulatory, and legal knowledge across the Latin American countries. A compromised frequent travel commitment to Latin America ensures lasting and stable relationships with market leading advisors and professional financial intermediaries as well as existing and prospect clients.
A centralized Latin America operation headquartered in Switzerland providing a one-stop-shop to international family clients with no compromise to service delivery levels.