CONTACT  US   +41  44 299 23 99

We are committed to your success

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
INTRUST AG - Services-About

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
INTRUST AG - Wealth management services to international clients focusing on tailor-made solutions

INTRUST AG

Gutenbergstrasse 1  •  8002 Zürich  •  Switzerland

PHONE

+41 44 299 23 99

E-MAIL

info@intrust.ch

a member of the
financial services standards association

© 1986 – 2022 INTRUST AG | All Rights Reserved

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 licensed as a trustee 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

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

INTRUST AG offers an array of corporate services, such as:

INTRUST AG - Services-About

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.

  • 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

Services

INTRUST AG - Wealth management services to international clients focusing on tailor-made solutions

INTRUST AG

Gutenbergstrasse 1  •  8002 Zürich  •  Switzerland

PHONE

+41 44 299 23 99

E-MAIL

info@intrust.ch

a member of the

financial services standards association

Contact

© 1986 – 2024 INTRUST AG | All Rights Reserved

Kay Hofmann

Chairman of the Board
Swiss Certified Tax Expert, LL.M. (Tax), TEP

Kay specialises in national and international tax planning, cross-border investment and asset structuring. He advises companies and private clients and has worked in corporate management and succession planning for many years. As a member of the board of directors of various companies, he deals primarily with risk management.

2019

Chairman of the Board of INTRUST AG, Zurich, Switzerland

2017

CAS in Tax Compliance Management for Financial Institutions

2015

Partner of GRP Partner KlG, Zurich, Switzerland

2015

CEO of INTRUST AG, Zurich, Switzerland

2008

Founder of an international consultancy and trust company, Zurich/Singapore

2006

Swiss Certified Tax Expert

2003

Tax manager for an international tax consultancy firm, Zurich, Switzerland

2003

Master of Laws (tax), King’s College, London, UK

2002

Society of Trust and Estate Practitioner (TEP) Practitioners, London, UK

2000

University of California, Davis, USA

2000

Trust manager for an international trust company, Zurich, Switzerland

1999

Chartered Insurance Institute, London, UK

1997

Financial planner for a major Swiss bank, Zurich, Switzerland/London, UK

1996

Law degree, University of Fribourg, Switzerland

Marcel Gloor

Board Member
Attorney at Law, MBL-HSG

Marcel has many years of experience in advising and representing private clients and their families, entrepreneurs and closely held businesses. He specializes in managing complex domestic and cross-border wealth challenges to ensure wealth growth, preservation, and transfer between generations, focusing on Succession and Real Estate planning and transactions.

2021

CAS in Real Estate Economics

2019

Member of the Board of INTRUST AG, Zurich, Switzerland

2018

Chairman of the Board of Amasus Investment AG, Zurich, Switzerland

2017

CAS in Tax Compliance Management for Financial Institutions

2012

Chairman of the Board of INTRUST AG, Zurich, Switzerland

2000

Master of European and International Business Law, University of St Gallen, Switzerland

1999

Founding partner of GRP Partner KlG, Zurich, Switzerland

1996

Bar exam Canton St. Gallen, Switzerland

1993

Law degree, University of Zurich, Switzerland

Serge Meili

Chief Executive Officer
Business Economist KLZ, TEP

Serge specialises in the formation and administration of trusts, foundations and various types of international companies. He supports private individuals and families with holistic asset structuring and regularly handles family and corporate governance matters.

Serge has been in the trust business for over 30 years.

2019

CEO of INTRUST AG, Zurich, Switzerland

1998

Member of Society of Trust Practitioners (STEP), London, UK

1995

Business economist at KLZ, Zurich, Switzerland

1992

Managing director of an international trust company, Zurich, Switzerland

1989

Head of reconciliation and reporting department for an international investment bank, Zurich, Switzerland

1988

Business administrator for an international news agency, Zurich, Switzerland

1986

Logistician for an international freight forwarding company, Great Yarmouth, UK

1983

Key account manager at a major Swiss bank, Zurich, Switzerland

1983

Banking apprenticeship at a major Swiss bank, Zurich, Switzerland

Flavia Elsener

Chief Operating Officer

Flavia is responsible for reorganising and executing complex wealth structuring projects in Switzerland and abroad, as well as for developing and optimising internal procedures and guidelines. She drives the company’s operational IT capabilities in close collaboration with our Head of IT.

Flavia has been in the trust business for 10 years.

2020

COO of INTRUST AG, Zurich, Switzerland

2020

Diploma in International Hospitality Management, Crans-Montana, Switzerland

2019

Management trainee for a hotel group, London, UK

2017

Executive Assistant Federal Higher Education Diploma, Zurich, Switzerland

2016

Head of business administration for a trust company, Zurich, Switzerland

2015

Executive assistant at a sports management and consulting firm, Zurich, Switzerland

2013

Member of Society of Trust and Estate Practitioners (STEP), London, UK

2009

Trust manager for a family office, Zurich, Switzerland

2009

Diploma in banking and finance, Swiss Bankers Association, Zurich, Switzerland

2007

Internship at a major Swiss bank, Zurich, Switzerland

Verena Vetsch

Senior Trust Managerr
Trust Administration Team Head

Verena has extensive experience of setting up and managing trusts, foundations and companies and handling complex structures for national and international clients. She has in-depth knowledge of supporting Swiss companies in accounting matters in particular. Verena also deals with all matters relating to FATCA and CRS.

 

Verena has been in the finance and trust business for over 25 years.

2019

Deputy to the CEO, Team Head and Senior Trust Manager at INTRUST AG, Zurich, Switzerland

2014

Deputy to the managing director and trust relationship manager at a trust company, Zurich, Switzerland

2002

Management Diploma, NbW, Zurich, Switzerland

1995

Trust administration and accounting team leader and trust relationship manager for the Latin American and Asian markets for a major trust company, Zurich, Switzerland

1994

Accountant for a Swiss-based foreign bank, including financial reporting to head office, Zurich, Switzerland

1993

Accounting Diploma, KLZ, Zurich, Switzerland

1992

Business Diploma, KLZ, Zurich, Switzerland

1989

Accountant and payroll manager for a Swiss-based foreign bank, including financial reporting to head office, Zurich, Switzerland

1986

Accountant for a Swiss-based foreign bank, Zurich, Switzerland

1986

Credit department of a Swiss-based foreign bank, Zurich, Switzerland

Christina Michael

Trust Administrator
Bachelor of Arts, TEP

Christina has in-depth knowledge of the formation and administration of trusts as well as offshore companies in various jurisdictions.

Christina has worked in the offshore corporate sector for more than 13 years and in the trust business for more than two years.

2022

Since October, Member of Society of Trust & Estate Practitioners Limited, UK

2022

STEP Advanced Certificate in Principles of International Taxation, AML & Compliance

2022

STEP Advanced Certificate in Trustees’ Duties: Investment and Management of the Trust Fund

2021

STEP Advanced Certificate in Company Law & Practice

2020

STEP Advanced Certificate in Trusts: Law and Practice

2020

STEP Certificate in International Trust Management

2020

Trust administrator at INTRUST AG, Zurich, Switzerland

2017

Assistant manager at a fiduciary & consulting company, Zurich, Switzerland

2008

Corporate and banking administrator at a major fiduciary & consulting company, Cyprus

2008

Bachelor’s degree in French language and literature, University of Cyprus

2003

Office administrator, Cyprus

2002

Consultant Course Diploma in Travel and Tourism, IATA/UFTAA

2001

Foundation course in travel and tourism, diploma, IATA/UFTAA

2000

Branch Manager/Travel Consultant at major travel agencies, Cyprus

2000

Diploma in Travel and Tourism Management, Intercollege, Cyprus

Dominik Frey

Chief Technology Officer
Head of IT (external)

Dominik is responsible for ensuring glitch-free processes within the IT infrastructure, as well as round-the-clock support and security. By continuously developing the company’s internal trust management system, he ensures that the systems run smoothly and all employees can work efficiently.

Dominik has been in the business for more than 31 years.

2017

CTO (external), Head of IT at INTRUST AG, Zurich, Switzerland

2015

Founder of an IT services and consultancy start-up, Zurich, Switzerland

2015

Partner, project manager and business technology architect for a Swiss start-up, Zurich, Switzerland

2014

Senior business technology architect for a US software company, Zurich, Switzerland

2014

Economic Mediator, Certificate of Advanced Studies (CAS+), University of Fribourg, Switzerland

2011

Enterprise solution engineer for a US software company, Zurich, Switzerland

2008

IT Service Management Foundation Certificate (ITIL V3)

2007

Solution architect, presales for a major US software company, Zurich, Switzerland

2004

IT Service Management Foundation Certificate (ITIL V2)

2004

Solution architect for an Israeli software company, Zurich, Switzerland

2000

Project manager for a US software company, Zurich, Switzerland

1999

IT Project Management, Swiss School of Business Informatics (WISS)

1997

Quality assurance and user acceptance tests team lead for a subsidiary of a major Swiss bank, Zurich, Switzerland

1991

Employed at a major Swiss bank, Zurich, Switzerland

Beda Bischof

Office Manager
Swiss Certified Sales Coordinator

In his role as office manager, Beda is responsible for ensuring that all back-office processes run smoothly.

 

2021

Manager of an online shop, Zurich, Switzerland

2018

Office manager at INTRUST AG, Zurich, Switzerland

2012

International sales manager for an industrial production company, Zurich, Switzerland

2008

Swiss certified sales coordinator SAVI, Zurich, Switzerland

2006

Sales manager for an industrial production company, Zurich, Switzerland

2002

Brand product manager for a wholesale company, St. Gallen, Switzerland

1999

Regional sales manager for a major consumer goods company, Zurich, Switzerland

1997

Deputy bar manager at a well-known bar, Zurich, Switzerland

1996

Dive instructor at a major Swiss diving base, Maldives

1991

Brand product manager for a wholesale company, Zurich, Switzerland

1988

Apprenticeship in retail trade at a major chain of sports stores, Zurich, Switzerland

Beatrice Mühlebach

Assistant

Beatrice is responsible for managing the office, overseeing internal processes and providing comprehensive administrative support. She also manages the client reception and on-site client care.

Beatrice has 13 years of experience.

2017

Assistant/receptionist at INTRUST AG, Zurich, Switzerland

2008

Assistant at a law firm, Zurich, Switzerland

2007

Assistant at a real estate agency and construction company, Neuhausen, Switzerland

1991

Assistant to the CEO of an international company, Neuhausen, Switzerland

1988

Assistant to a partner in a law firm, Zurich, Switzerland

1987

Assistant to the CEO and various product managers of a major company, Schaffhausen, Switzerland

1986

Assistant to a head of department for a major manufacturing company, Schaffhausen, Switzerland

1983

Commercial apprenticeship, Schaffhausen, Switzerland

Irena Känzig

Accountant
Swiss Certified Financial Accountant

Irena specialises in preparing accounts for Swiss companies. She also has extensive experience of preparing offshore company accounts and trust accounts.

Irena has been an accountant for over 15 years.

2015

Senior Accountant at INTRUST AG, Zurich, Switzerland

2014

Head of accounting for a production company, Dietikon, Switzerland

2010

Head of accounting for a major printing company, Zurich, Switzerland

2007

Diploma in Swiss Certified Financial Accounting, KV Business School, Zurich, Switzerland

2005

Accounting clerk qualification, KV Business School, Zug, Switzerland

2006

Accountant for an IT company, Zug, Switzerland

2004

Administrative employee at a major retail company, Zug, Switzerland

2001

Apprenticeship at a major retail business, Zug, Switzerland

Imprint

Responsible for the content:

INTRUST AG
Gutenbergstrasse 1
8002 Zurich
Switzerland

 

info@intrust.ch
+41 44 299 23 99

 

INTRUST AG is registered in the Commercial Register of the Canton of Zurich (UID CH-020-3913576-7) and is subject to Swiss VAT (CHE-103.951.300 VAT).

Privacy Policy

Privacy policy INTRUST AG

With this privacy policy, INTRUST AG („INTRUST“) provides information on how it collects, obtains, uses, passes on and otherwise processes personal data. This is not an exhaustive data protection declaration; other data protection declarations, individual data protection declarations or information may apply to specific circumstances.

Personal data refers to all information relating to an identified or identifiable natural person.

 Responsible person, contact 

INTRUST AG, Gutenbergstrasse 1, 8002 Zurich, +41 44 299 23 99, info@intrust.ch is responsible for data processing and can be contacted accordingly.   

 Origin and processing of personal data  

INTRUST processes personal data that it receives from business partners or other persons involved in the context of customer and contractual relationships with them. It also processes personal data that is collected from users when operating the www.intrust.ch website. If business partners transmit personal data of other persons to INTRUST, they must inform these persons of this data protection declaration in advance.  

In addition to the data that is disclosed to INTRUST, data that INTRUST receives from authorities or other third parties, publicly accessible data or data that becomes known to it as a result of the use of a service is also processed.  

The categories of personal data that INTRUST obtains from third parties include, in particular, information from public registers, information in connection with official or legal proceedings, information in connection with professional activities or functions of business partners, information about business partners in correspondence and meetings with them and with third parties, information about business partners, which are disclosed to us by persons in their environment, information on compliance with legal requirements such as anti-money laundering and export restrictions, information from banks, insurance companies and other contractual partners of INTRUST on the utilisation or provision of services for business partners and third parties, information in the media and on the Internet and data in connection with the use of the INTRUST website. 

Purposes of data processing 

INTRUST always processes personal data for a specific purpose. This is primarily the conclusion and fulfilment of contracts with business partners, in particular in the context of the provision of services to customers and the purchase of products and services from suppliers, as well as to comply with INTRUST’s legal obligations. 

In addition, INTRUST also processes personal data for the following purposes: 

  • The company’s                 services and website are being further developed;
  • Communication with third parties;
  • Customer care and marketing (unless business partners have explicitly objected to the use of their data);
  • Assertion of       legal claims and defence in the context of legal disputes and official proceedings;
  • Guarantee of    operation, in particular of IT and the website;
  • Compliance with             applicable legal and professional regulations and contractual agreements;
  • Corporate transactions (merger, purchase or sale of companies or transfer of assets).    

If a business partner grants consent for the processing of their personal data for specific purposes, such as receiving newsletters, INTRUST will only process the personal data within the scope of and based on this consent. The consent given can be revoked at any time.  

 Data transfer to third parties and data transfer abroad 

The personal data processed by INTRUST will be transferred to third parties, if necessary or appropriate, for the provision of services or fulfilment of other purposes defined in this privacy policy. These recipients of personal data can be assigned to the following categories: 

  • customers and their affiliated companies;
  • suppliers, their subcontractors and other external service providers (e.g. banks, insurance companies, accountants) and order processors (e.g. IT providers);
  • Domestic and foreign authorities, official bodies and courts, mediation centres and arbitration tribunals; 

The aforementioned recipients of personal data may be located in Switzerland or abroad. Accordingly, business partners must expect their personal data to be processed in Switzerland and abroad. 

If a recipient is located in a country without adequate data protection, INTRUST contractually obliges the recipient by means of recognised standard contractual clauses or relies on an exemption clause, such as consent, contract processing or an overriding public interest. 

 Data security 

INTRUST takes appropriate technical and organisational security precautions to protect the personal data of business partners from unauthorised access and misuse. 

 Cookies and tracking 

INTRUST uses cookies on the website. Cookies are small text files that are automatically stored on a computer’s hard drive when the website is visited. These cookies are used to collect statistical information about the use of the website by visitors on an anonymous basis. The information also enables the operator to optimise the functionality of the website. The website operator may cooperate with Google Analytics in the area of web analytics. Google Analytics also uses cookies. From the data stored in the Google Analytics cookie, Google Analytics learns which pages have been accessed in order to display appropriate advertising. Google Analytics cookies do not store any personal data. Most internet browsers accept cookies automatically. However, the storage of cookies on a computer’s hard drive can be prevented by adjusting the browser settings. Cookies stored on a hard drive can be deleted at any time. If a business partner does not agree to the use of cookies, the functionality of this website may be restricted. Data will not be passed on to third parties, neither for commercial nor for non-commercial purposes. 

 Rights of the data subject 

This data protection declaration also serves to provide business partners with the information required to enable them to assert the following rights to which they are entitled under the FADP: 

  • Right to information about existing personal data;
  • Right to rectification of personal data;
  • Right to erasure of personal data;
  • Right to restriction of processing of personal data;
  • Right to object to the processing of personal data;
  • Right to future-oriented revocation of a given consent;
  • Right to disclosure of personal data for the purpose of transfer.

Business partners also have the right to enforce their claims in court or to lodge a complaint with the competent data protection authority.  

INTRUST reserves the right to assert legal restrictions, such as statutory retention or processing obligations or the existence of an overriding interest in data processing. The assertion of rights to which business partners are entitled may result in INTRUST no longer being able to provide the agreed services and may result in the cancellation of the contract.  

Changes

INTRUST reserves the right to amend this privacy policy at any time without prior notice. The version published on the website https://www.intrust.ch is the currently valid version.

We are committed
to your success

Wealth management services to international clients focusing on tailor-made solutions

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