High Net Worth Guide 2025 : Switzerland
Ranked Individuals
Provided by Capital Trustees
Capital Trustees is a professional Swiss trustee company specialized in the establishment and administration of trusts.
The Firm is one of the first trustee companies licensed by the Swiss Financial markets Supervisory Authority (FINMA), and the first being authorized among the members of the Swiss Association of Trust Companies (SATC), the association that brings together companies that are active in the Swiss trust industry.
The Firm is privately owned and fully independent, not being part of any family office, banking or financial group. Its exclusive focus on trust activities, as well as the fact that it doesn't provide asset management services or tax and legal advisory, prevent it to incur in any conflict of interests, while freely cooperating with other advisors.
Capital Trustees caters all core trust services in-house, starting from the drafting of any relevant trust document, up to the day-to-day management and monitoring of the trust fund. Compliance activities, as well as Financial and Controlling and ICT's are all carried out internally to achieve maximum control over processes and information flows. This approach is paramount to ensure confidentiality over clients' data.
The Company has a long-standing experience in dealing with multi-jurisdictional complex cases involving international clients and different asset classes. Its professionals are all qualified in their own field and many of them are qualified TEP (Trust & Estate Practitioners) and members of STEP.
Provided by Chambers
Capital Trustees is an independent trustee company that offers bespoke family asset protection, wealth structuring and governance advice to high net worth clients from its Zurich and Lugano offices.
Provided by Chambers
Capital Trustees has extensive industry experience and has established a strong reputation thanks to their credibility and reliability.
They provide high-level services to clients in challenging cases involving cross-border trust structures. The team has an extensive knowledge of international trust and estate planning matters.
Their team of professionals have very strong technical skills and experience.
Capital Trustees are very service-oriented and well attuned to clients' needs, as well as being able to anticipate issues.
The team is highly skilled and is able to assist with every core trust activity and jurisdiction. They are efficient and have a strong background in delivering professional trust-related services.
Provided by Chambers
Filippo Turato is a Director at Capital Trustees and Chairman of the Lugano branch of STEP. Turato is well-regarded for his expertise in international trust laws.
Filippo has excellent professional expertise and is pleasant to work with.
He is an excellent all-round professional, highly experienced and focused on emerging topics. Filippo has a long-standing knowledge of international trust laws.
Filippo is proactive and client-oriented.
Giuseppe Macaluso has over 30 years of experience in the set-up, administration, and management of complex international structures.
Giuseppe is a great professional. He is reliable and competent.
Giuseppe has excellent professional expertise and is pleasant to work with.
Trust Companies
Trust Companies
Provided by Capital Trustees
Andrea Baroni
Francesco Giorcelli
Michele Cecchi
Giuseppe Macaluso
View profile of Giuseppe MacalusoFilippo Turato
View profile of Filippo Turato
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