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
The next generation – challenging the status quo in favour of sustainability
You and Your Money September 2022 – Estate Planning: The pros and cons of drawing up a free Will
You and Your Money August 2022 – Estate Planning: Is your Estate Plan current and up to date?
You and Your Money June 2022: Estate Planning
ACCURO FINALIST AT THE STEP PRIVATE CLIENT AWARDS 2022
You and Your Money: Estate Planning May 2022
Accuro rewarded “Highly commended” independent trust or fiduciary company at the tenth Wealthbriefing European awards 2022
You and Your Money TV Show: Estate planning
Accuro winner of the Wealthbriefing Swiss Awards 2022
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.