We take responsibility for the development, implementation, administration and management of a wide variety of wealth planning structures including trusts, private trust companies, foundations, partnerships, companies, philanthropic entities, employee benefit trusts and escrow arrangements. Once the structure is established, we are appointed to the board, oversee transactions and perform the day-to-day administration with an emphasis on substance, compliance and sound documentation.
We have experience in holding and acting as fiduciary for a wide variety of assets including:
- Investment portfolios
- Commercial real estate and development projects
- Residential real estate
- Private / family company shares
- Private equity investments
- Carry interests and co-investment rights
- Intellectual property
- Artwork and antiques
Our other services
Celebrating our Swiss licence as a professional trustee
You and Your Money May 2023 – Estate Planning
Contentious Trusts – What’s in a name?
You and Your Money February 2023 – A Guide to Your Estate Planning
Will the post-covid trends of 2022 continue in to 2023?
You and Your Money November 2022 – Estate Planning: The technicalities around Trusts
The impact of transparency and Court scrutiny on the role of the protector
Let us help you make
your vision a reality
Everything in life starts with a conversation. We would welcome the opportunity to talk to you about the difference Accuro can make to the success of your vision.