Trust Services

We place meticulous attention on the creation and administration of Trusts, with confidentiality, professionalism and a long-term perspective. Our intimate relationship with settlors, protectors, and beneficiaries is critical to us, as is the ability for our clients to access our extensive network of private bankers, wealth and investment managers, professional advisors, and service companies around the world.

We have been full trustees of Trusts in different jurisdictions: in Switzerland, we are fully owner of Trust in Geneva; in Asia, we are present in New Zealand and Hong Kong since 2007 and 2018, respectively. As common law countries, both New Zealand and Hong Kong represent solid, reliable and reputable jurisdictions for establishing a Trust. Trustee companies Fidinam Genève, Fidinam New Zealand and Fidinam Hong Kong belong to the Fidinam Group.

Analysis and Assessment

We conduct a comprehensive assessment of the client's needs, create the possible trust solution, draft trust documents and create the trust in the chosen jurisdiction. We conduct "Know Your Client" ("KYC") analysis in accordance with international standards and local requirements, including anti-money laundering ("AML") and counter-terrorist financing ("CTF").

Trust Administration

We provide trust administration and tax compliance services, including accounting services, preparation of annual financial statements, preparation and filing of tax returns. We represent the trust for the Automatic Exchange of Information ("AEOI") under the Common Reporting Standards ("CRS") and the Foreign Account Tax Compliant Act ("FATCA").

Advisory

We provide advisory services with respect to the migration of existing trusts from one jurisdiction to another, as necessary, by amending existing law and terminating and appointing new trustees. We ensure that trust activity is conducted legally and professionally, in a timely manner and at a reasonable cost.

1960

Year of Fidinam Group establishment

Countries of residence of our settlors

+150

Trusts constituted in New Zealand and Hong Kong

Main benefits of setting up a Trust

Tax planning
Succession planning
Confidentiality
Asset protection

Trusts can legitimately benefit from significant income, capital gains, estate and gift tax savings when properly planned and created.

Assets may legitimately be placed on trust to avoid unfavourable gift or inheritance effects (taxes, limits) which might be imposed by unfriendly legislation if the trust was not to exist.

Trusts may help to maintain confidentiality regarding the governance, allocation and distribution of certain assets forming the trust fund.

Assets may be placed on trust to protect them, as much as legally possible, from internal and external threats such as financial difficulties, bankruptcy, divorce, disputes, litigation, or seizure or confiscation by a foreign government.