ACE TRUSTEES SA provides independent trustee and trust administration services, including establishment and administration of trusts and foundations, company administration, accounting, tax planning and compliance. It also delivers philanthropic administration, multi-family office services and management of specific assets such as real estate and collections.
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Industry:Fiduciary Offices
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Set-up and administration of trusts and foundations, keeping minutes and records, organising family wealth, protecting and managing trust assets.
Company Administration
Multi-jurisdictional set-up of companies, holding and trading company management, day-to-day company administration, operational companies with substance in Switzerland and abroad.
Multi Family Office Services
Tailor-made family office support, including legal, tax and compliance services, transaction monitoring, business operations support and counterpart monitoring.
Accounting Services
Financial statements, budgeting and reporting, consolidated wealth statements, payroll administration.
Tax Planning
Tax and VAT returns, relocation and domiciliation support, asset-holding structuring, tax strategy development.
Legal Services
Drafting legal documentation, reviewing and executing contracts, corporate governance, record management, litigation initiation, executor services and protectorship.
Compliance Services
Due diligence and compliance support, bank compliance assistance for account opening, CRS and FATCA classification and reporting, transaction and counterparty monitoring.
Philanthropic Administration
Establishment and administration of charities, trust and foundation structures, donation coordination, management and control of charitable projects.
Estate Planning
Succession planning, education and career strategy for next generations, family governance, business transmission, family charter implementation.
Real Estate Management
Structuring acquisitions and sales of real estate, managing receipts, expenses, maintenance and insurances, monitoring sales, rental and construction third parties.
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