Fiduciary services and offshore vehicles for wealthy individuals

Wealthy individuals can often take advantage of sophisticated planning opportunities and services to assist in their overall financial requirements. This planning can be especially important where individuals have their wealth split between different asset classes such as securities, real estate, family businesses, etc. and also, for example, where members of the same family live and operate in different countries and legal jurisdictions.

Using both our own knowledge and also that of our well-established professional contacts within the English-speaking world we, at swisspartners, are able to help our clients in planning sometimes complex structures in order to meet both their individual and their specific needs.

We fully understand that a key requirement for many individuals is the protection of their wealth not just during their lifetimes but also the successful devolution of their assets to future generations.

Using our knowledge and experience we are well-placed to help our clients to create appropriate structures which seek to protect both their own and also their families’ interests.