PTCs & TRUST STRUCTURES

Trusts are excellent long-term tools to structure family wealth for inheritance and tax planning, consolidation, asset protection and family governance purposes. They are flexible and can be adapted to reflect change. Trusts are particularly suitable for families with assets and members across several jurisdictions.

VALUEworks' team has profound knowledge of trust structures, charitable trusts and PTCs. Our team members act as advisors, project managers or protectors, ensuring that trust assets are looked after professionally. This is supplemented by the in-house accounting team that monitors financial transactions and handles bookkeeping and audits. Trust assets can include various assets, such as family businesses, real estate, bank accounts, private equity, direct investments, vessel or art collections. We offer services for Private Trust Companies ("PTCs"), while corporate trustee services are provided through local Zurich-based or specialised globally operating trust companies.

With the support of our investment consulting team and network of leading experts, we ensure that trust assets are managed with the family values in mind, and can support beneficiaries in their aspirations to do good and have a positive impact through investments.