At Helvetia Wealth we work with you, your relationship managers and other advisers to assess your objectives and explore ways to help protect your assets. Our experts in international and domestic wealth planning examine your personal situation and assist in creating ways to safeguard your affairs. These include professionally qualified accountants, lawyers, bankers and trust officers. With specialists in a variety of international and onshore environments, Helvetia Wealth is able to deliver financial, tax and wealth protection solutions that reflect your own global perspective.
In addition to creating fiduciary structures, our expertise is in the establishment and administration of trusts, foundations and corporate structures as part of generational wealth planning. This means working with legal and tax advisers to create solutions that suit individual or family needs, such as dealing with probate formalities, enhancing your privacy and managing tax and succession issues.
Services:
In addition to creating fiduciary structures, our expertise is in the establishment and administration of trusts, foundations and corporate structures as part of generational wealth planning. This means working with legal and tax advisers to create solutions that suit individual or family needs, such as dealing with probate formalities, enhancing your privacy and managing tax and succession issues.
Services:
- Family office advisory
- Investment Banking
- Wealth advisory services
- Private trust companies and funds
- Charitable foundations and trusts
- Philanthropic Advisory
- Collective investment vehicles
- Hybrid vehicles
- Wills and estate administration
- Estate planning
If you are interested in our Family Office Services, or want to find out more, please contact us.