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DirectoryFinance & InsuranceFiduciary OfficesZurichCone Marshall Swiss Services SA
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Cone Marshall Swiss Services SA

Summary

About the company

The core activity of CM Suisse (Cone Marshall Swiss Trustees) is the provision of trust and fiduciary services for the structuring, protection, planning and succession of assets. This includes, in particular: risk assessment and consulting, asset protection and security, structuring of assets for secure transfer to the next generation, and global asset organization and succession planning. The company thus offers services in the area of asset management and planning, especially for private clients and families who wish to secure their assets in the long term and transfer them to the next generation.

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Products & services

Industry:Fiduciary Offices
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✓ Offered9
Trusteeship
Trusteeship for international families and wealth structures, with protection of assets, planning, preservation and transmission of wealth across generations.
Family Office Services
Family office services for individuals and families, including coordination of advisers and oversight of wealth organisation and succession planning.
Company Administration and Management
Administration and management of Swiss companies, including incorporation and ongoing management of AG/SA and Sarl/GmbH structures.
Wealth Organisation and Succession Planning
Advisory services for structuring wealth, evaluating risks, protecting assets over time and ensuring smooth transmission to next generations.
Structuring and Governance of Wealth
Implementation of structures and governance for assets, with support for complex family and cross-jurisdictional wealth arrangements.
Advice on Trusts
Advice on foreign trusts and Swiss-based trust administration, including support for creating trusts and obtaining tax rulings where relevant.
Charitable Foundation Services
Services for establishing and managing charitable foundations in Switzerland, especially in Geneva and other Swiss jurisdictions.
Swiss Company Incorporation
Incorporation of Swiss companies, including Switzerland Stock Corporation (AG/SA) and Swiss Limited Company (Sarl/GmbH) structures.
Lump-Sum Taxation Assistance
Assistance for clients moving to Switzerland and seeking to apply for the lump-sum taxation regime.
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Location

Rüdenplatz 2
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-287.743.475
Founded
2015 · 11 years
Last commercial register change
August 7, 2026
Employees
1 to 10

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