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Wealth management services to international clients focusing on tailor-made solutions
About us
Introducing INTRUST AG
Wealth management services to international clients focusing on tailor-made solutions
INTRUST AG has been advising entrepreneurs and families in relation to their private and business assets for more than 30 years. We help our clients to structure their business and private assets efficiently and support them by serving as board members and trustees.
Our experienced team is made up of lawyers, tax and trust experts, certified accountants, and compliance and IT professionals. We apply this wide-ranging knowledge – gained over many combined decades in the business, both in Switzerland and abroad – to achieve the right solution for each individual client.
INTRUST AG is a privately held company. It is supervised in Switzerland by the Financial Services Standards Association (VQF), a Self-Regulatory Organisation (SRO) officially recognised by the Swiss Financial Market Supervisory Authority (FINMA).
At INTRUST AG, we understand that every business and family situation is unique and that a one-size-fits-all approach is rarely the right choice. That is why we work hand in hand with entrepreneurs and their families, guiding them towards their own individual planning goals via a bespoke strategy.
INTRUST AG holds a trading licence through a subsidiary in the British Virgin Islands, where we have had our own office since 2020.
INTRUST AG follows the Economic Substance legislation introduced in the BVI which requires certain entities that are incorporated or registered in the British Virgin Islands, and which conduct one or more of a set list of relevant activities, to comply with local substance requirements known as ‘economic substance’.
The legislation follows closely the approach taken by the Crown Dependencies of the UK (Jersey, Guernsey and the Isle of Man) and the other UK Overseas Territories including Bermuda and the Cayman Islands.
- We are a trusted advisor to entrepreneurs and their families
- We hold all professional qualifications needed to implement corporate and private structures
- We apply decades of experience in administering international corporate and trust structures
- Our private ownership structure brings with it personal commitment
- We can work with any financial institutions, free from any conflicts of interest
Services
Trust services
Trusts have their origins in Anglo-Saxon law, deriving from remedies granted by courts of equity or chancery. The trust concept is based on a triangular relationship: a settlor transfers assets to a trustee, who is then under a fiduciary obligation to deal with and hold these assets, acting in the interests of one or more beneficiaries. While the trustee becomes the legal owner of the trust assets, beneficial (or “equitable”) ownership lies with the beneficiaries, restricting the trustee’s rights over the assets.
The range of trust services offered by INTRUST AG include:
- Comprehensive wealth and estate planning
- Establishment and administration of trusts
- Establishment and management of cryptocurrency structures
- Trusteeships and protectorships
- Management of trust assets
Corporate Services
Working in close collaboration with its network partners, INTRUST AG has the proven credentials to meet even the most complex challenges, whatever the jurisdiction. The team has the knowledge and capability to implement and administer custom-designed corporate structures.
INTRUST AG offers an array of corporate services, such as:
- Company formation and administration
- Board memberships and directorships
- Corporate secretary services
Accounting Services
INTRUST AG offers expert accounting and bookkeeping services alongside trust and company structures. These services are of course tailored to clients’ specific needs and expectations.
Accounting services offered by INTRUST AG include:
- Financial accounting and bookkeeping
- Preparation of financial statements
- Preparation of tax declarations
- Support in setting up consolidated reporting
Our Team
Board and Executives
Trust management
Operations
Accounting
INTRUST AG
Gutenbergstrasse 1 • 8002 Zürich • Switzerland
PHONE
+41 44 299 23 99
info@intrust.ch
a member of the
financial services standards association
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