High Net Worth Guide 2026 : 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 brings together specialists across disciplines, ensuring that matters are approached from every relevant angle. The firm can handle high volumes of work without compromising quality.
Capital Trustees has a very good number of outstanding professionals in charge of providing services to clients in a very complex environment.
Capital Trustees is reliable, professional and confidential. Capital Trustees is competent in tax and regulatory issues.
Capital Trustees stands out for its flexibility and ability to provide truly bespoke solutions tailored to clients’ needs.
Capital Trustees has very knowledgeable staff who are experienced in dealing with complex, multi-jurisdictional cases.
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 is very competent and versed. He is capable of addressing the most complicated matters quickly.
Filippo Turato is really above the standard in terms of technical skills, not only for a trustee but for a tax expert.
What distinguishes Filippo from many of his peers is his rare combination of professionalism, flexibility and intelligence.
Filippo Turato has personality, professionalism and a willingness to excel in the industry.
Filippo is a very impressive individual, highly technical but also very pragmatic and good at real-world problem-solving. He puts clients' needs first and is focused on providing excellent service.
Francesco Giorcelli is a senior adviser at Capital Trustees. Not only is he highly respected locally, he is able to work across multiple jurisdictions.
Francesco Giorcelli is very skilled and precise. He is able to understand the details of the case and focus on the need of the client.
Francesco Giorcelli is very knowledgeable and responsive.
Giuseppe Macaluso has over 30 years of experience in the set-up, administration and management of complex international structures.
Giuseppe Macaluso is my main point of reference.
Giuseppe Macaluso has massive experience in the sector.
Trust Companies
Trust Companies
Trust Companies
Provided by Capital Trustees
Andrea Baroni
Francesco Giorcelli
Michele Cecchi
Filippo Turato
View profile of Filippo TuratoGiuseppe Macaluso
View profile of Giuseppe MacalusoFrancesco Giorcelli
View profile of Francesco Giorcelli
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