Carey Partners is a regulated Fiduciary company founded by Sascha Züger, Maria Laura Ferrer, Sylvia Piton and Simon Bernet, with an experienced team focused on wealth planning and tailor-made structuring solutions for entrepreneurs and high net worth individuals and families. Our high-quality services include company formation, administration, accounting and compliance, governance, asset protection and succession planning.
Our highly versatile private wealth solutions team has many decades of hands-on experience dealing with complex succession planning and asset protection matters. We have a unique approach combining knowledge of local 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 especially across the Latin American countries. A compromised frequent travel commitment ensures lasting and stable relationships with market leading advisors and professional financial intermediaries as well as existing and prospect clients.
A boutique service provider headquartered in Switzerland providing a one-stop-shop to international private clients with no compromise to service delivery levels.
What we stand for
CAREY’s core competence lies in the administration, monitoring and controlling of private and corporate structures. We provide a wide range of services tailored to meet your different needs from first to multi-generation entrepreneurs and business owners or beneficiaries. Besides financial services, we also offer succession plan solutions, and other comprehensive services.
CAREY Ltd. was the 12th company in Switzerland to have been granted a Swiss license as a professional trustee in accordance with the Financial Institutions Act (FINIG) by the Swiss Financial Market Supervisory Authority FINMA.
CAREY is aiming to bring simplicity and transparency to a complex marketplace. Our team is highly focused on continuously delivering the highest quality tailor-made solutions. Our clients can count on Swiss quality, high ethical standards, efficiency and trust.